Billing Software for Solar

Solar Billing Software

Solar billing is project-based: deposit + milestone + final + monitoring contract. Smarfle handles all four phases with saved cards + ACH for the big numbers.

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Smarfle CRM - Solar Dashboard
Active Projects

23

Permits Pending

8

Revenue This Month

$47,200

Installs This Week

4

Recent Jobs

Martinez Residence

10kW Roof Mount Installation

In Progress

Chen Family Home

Site Assessment

Scheduled

Willowbrook HOA

Commercial Ground Mount

Permit Pending

Davis Property

Battery Storage Add-On

Completed

Where solar billing breaks down

The day-to-day friction every solar owner recognizes.

Solar deposit collection slow

$10K+ deposit by check takes 5-7 days. ACH lands next-day for 0.8% capped at $5.

PPA + lease invoice complexity

PPA agreements have monthly billing tied to kWh produced. Need flexible recurring + variable amount support.

Monitoring contracts not auto-billed

Annual monitoring contracts need automatic renewal billing or they slip.

How Smarfle handles solar billing

Recurring billing, auto-charge saved cards, Stripe Connect with 0.5% platform fee, automatic overdue reminders.

Recurring billing on auto-pilot

Set up monthly, quarterly, or annual service plans. Customer signs up once, Smarfle bills the same card every cycle, no manual invoicing required.

Save card on file

Stripe Customer + saved payment method per client. After their first payment, future charges run off-session — no link to click, no card to re-enter.

Auto-charge saved cards

Daily cron auto-charges saved cards for recurring invoices. Owner gets confirmation email when payment lands; client gets a receipt. Failed cards trigger an email asking the client to update.

Stripe Connect (your account, not ours)

Money goes straight to your bank via Stripe Connect Express. We charge 0.5% platform fee on top of Stripe's 2.9% + 30¢. ACH for invoices over $1k drops to 0.8% (cap $5).

Automated overdue reminders

Smarfle auto-marks invoices overdue past due date and sends email reminders to the client. Workflow automation can fire SMS reminders too.

Top feature for solar

Recurring billing, auto-charge saved cards, Stripe Connect with 0.5% platform fee, automatic overdue reminders.

Solar billing is project-based: deposit + milestone + final + monitoring contract. Smarfle handles all four phases with saved cards + ACH for the big numbers.

Permit TrackingSite AssessmentsMilestone BillingProject Timeline

Plans that grow with your solar business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Solar Billing Software CRM questions

Create a service in Smarfle marked 'recurring' with an interval (weekly/monthly/quarterly/annually). When a client signs up via the portal or you generate the first invoice, Smarfle creates a Stripe Subscription on your connected Stripe account. Stripe bills the saved card automatically every cycle. Each successful charge auto-creates a paid invoice in your CRM.
Money goes straight to your Stripe account, not ours. We use Stripe Connect Express — Stripe holds the funds, transfers to your bank on your payout schedule. Smarfle never touches the money. You see the deposit in your bank within 2 business days (Standard payout) or instant (Stripe Instant Payout, fee applies).
Stripe automatically retries failed cards 3-4 times over a week. If all retries fail, Smarfle marks the subscription Past Due and emails the client a Stripe-hosted update-card link. Owner gets a notification too. The recurring invoice stays unpaid until the client fixes the card.
ACH via Pay Now link — 0.8% capped at $5. For $10K+ deposits, beats card fees by hundreds. Lands next-day.
Smarfle's recurring billing supports flat-rate. For variable kWh-based billing, generate the monthly invoice manually with that month's kWh, customer auto-pays via saved card.
Annual recurring service template. Card saves first year, auto-charge handles each renewal.

Ready to run your solar business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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