Invoicing & Payments
Get paid faster with professional invoices
Generate invoices from completed work orders, record payments, and track what's owed — all without leaving SiteRevo. No separate accounting tool needed.
Start Free TrialFrom work order to invoice in seconds
Once work is complete, import your work items as invoice line items. Add taxes, set a due date, and send. Track every payment against the invoice balance and see partial payments clearly.
Import work items as invoice line items in one click
Multiple tax rates per invoice
Partial payment support
Payment methods: cash, cheque, card, bank transfer, other
Invoice balance automatically updated on each payment
Status workflow: draft → sent → viewed → paid / partial / overdue
Customer notes and internal notes
PDF invoice with branded layout
Email sharing with PDF attachment
Public shareable link for clients
Auto-generated invoice numbers (INV-YYYY-####)
Due date tracking and overdue status
Invoice
INV-2024-0027
Flashing replacement$680.00
Soffit panel repair$420.00
Parapet flashing (CO-001)$340.00
Subtotal$1,440.00
Tax (13%)$187.20
Total$1,627.20
Deposit received$800.00
Balance owing$827.20
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