Invoicing and Collecting Payments
How invoices are created during closeout and the payment options available.
Invoices are generated during the technician closeout process when the outcome is "Repair Completed." The technician enters labor cost, parts cost, tax, and any discount to produce the invoice total.
Payment Methods
QR Code — the technician displays a QR code on their device. The customer scans it, reviews the invoice, signs digitally, and pays by card. Email/SMS — the invoice is sent to the customer with a secure payment link. Cash or Check — the technician marks the invoice as paid with the method recorded.
Invoice Statuses
Invoices start as Draft, move to Sent once delivered to the customer, and become Paid when payment is confirmed. Shop admins can also manually confirm payment on sent invoices.
Customer Payment Page
Customers who receive a payment link see a branded page where they can review the invoice details, provide a digital signature, and pay securely by card. After payment, they see a confirmation screen.