Skip to content
SKILLBISONTM

Invoicing & payments

Invoice from what the customer actually signed

The approved option becomes the invoice. Payment is recorded against it, and the balance changes the moment it is confirmed, not before.

Schedule a demo

The problem this solves

An invoice that gets mailed gets paid in a week and a half, if somebody chases it. An invoice retyped from a paper ticket gets paid late and wrong.

How it works

  1. 1

    Built from the signed work

    Line items come from the approved option or from your price book. You can add a custom line, but the starting point is what the customer agreed to.

  2. 2

    Your own numbering

    Invoice numbers run per company, starting at one. Your numbering is yours; it is not a shared global counter.

  3. 3

    Nothing marked paid on hope

    An invoice is only marked paid when the payment is confirmed. Cash, check and card each record against the invoice and the balance updates.

  4. 4

    It lands on the books immediately

    Finalising an invoice and taking a payment write balanced ledger entries at the same moment. There is no overnight batch to go wrong.

Working in the demo build

Exercised end to end against made-up data.

  • Draft invoice created from an approved estimate or price-book items
  • Per-company invoice numbering
  • Cash and check payments recorded with an updating balance
  • Invoice finalisation and payment posting to the general ledger
  • Only owners and admins can create invoices or take payment

Not built yet, in development

Said plainly here so it is not a surprise later.

  • Card payments are in sandbox test mode; live processing is not enabled
  • Emailed invoices and pay-by-link are queued but delivery is unverified
  • Automatic overdue reminders are not built yet, in development

SkillBison is a development build running on synthetic data in test mode. It has not been penetration tested, PCI reviewed or CPA reviewed, and it is not represented as production ready.

Questions

Can I take a credit card in the driveway?

Not for real money yet. Card handling runs in sandbox test mode only. Cash and check are recorded and post to the books.

Who can create an invoice?

Owners and admins. A dispatcher cannot see invoices at all, and a technician cannot create one. That is enforced by the database, not by hiding a button.

Keep reading

Scheduling & dispatchOne board for the day and the week.Field appIt opens on the time clock, because that is the first thing anybody does.Estimates & optionsGive the customer a choice instead of a number.

See this part working

Half an hour on a screen share. We run one job from the phone call to the ledger entry.

Schedule a demo
Schedule a demo