Invoicing & Payments

Keep billing attached to the work that created it.

Create invoices from completed work, track payment status, and keep money movement visible in the same system as customers and jobs.

How it works

Keep the money attached to the work that created it.

Create invoices from completed work, track payment status, and keep money movement visible in the same system as customers and jobs.

Build billing from completed or approved business activity instead of reconstructing customer and job details.

Track supported online payments and properly recorded manual payment methods with the invoice balance.

Keep payment status, receipts, remaining balance, refunds, and customer history visible to the business.

Connected records

Brings identity, contact details, history, preferences, and related work into a single relationship view.

Connects the sold scope to scheduling, assignments, field activity, completion, and downstream billing.

Links charges and balance status back to the customer and completed work that produced the bill.

Links charges and balance status back to the customer and completed work that produced the bill.

Keeps amount, method, timing, and remaining balance visible alongside the invoice and customer history.

Provides a durable record of recorded payment activity that can be traced to the related invoice and account.

Preserves corrections and money changes with the original transaction so account history remains understandable.

Operational questions

✓ What is still unpaid?

✓ Which work has not been invoiced?

✓ What did the customer pay and when?

✓ Which balances need follow-up?

Plan context

Invoices and online customer-payment workflows are included across current paid plans; provider activation may be required for card processing.

See it in your workflow

✓ Review the workflow that matters to your team.

✓ See how FreedomOS connects the office, field, customer, and money.

✓ Start with the tools you need now and expand as you grow.