Invoicing Software for Solar

Solar Invoicing Software

Multi-milestone project invoicing + monitoring contract auto-billing — solar invoicing covers all phases. ACH preferred for big invoices.

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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 invoicing breaks down

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

✕

Equipment + labor disputes on big invoices

Customer thinks panels were over-priced. Without clear material + labor breakdown, dispute drags.

✕

Deposit credits forgotten on final

Customer paid $10K deposit, final doesn't show credit. Smarfle auto-credits.

✕

PPA / lease invoicing complex

PPA = monthly variable kWh-based invoice. Need flexible recurring + variable amount support.

How Smarfle handles solar invoicing

One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.

One-click invoice from work order

Mark a job complete and Smarfle pre-fills the invoice with the service, billable hours, parts used, and any expenses logged. You review, hit Send, customer gets it in 30 seconds.

Email + SMS + PDF send

Invoice goes to the client via email (with PDF attached + a Pay Now link) and optionally SMS. Owner sees Sent / Viewed / Paid status updates as the client interacts.

Embedded payment link

Every invoice ships with a Stripe-hosted Pay Now button. Client clicks, enters card or bank, payment lands in your account. CRM auto-marks the invoice paid, sends a receipt.

Aging report (0-30 / 30-60 / 60+)

See exactly which clients owe what, how long it's been overdue, total outstanding. Filter by client, sort by amount or age. Bulk-send reminders from the same screen.

Per-org invoice prefix + branded PDF

Invoices read 'RATHLY-00007' instead of generic 'INV-00007'. PDFs include your logo, address, payment terms, and notes. Numbers are sequential — no duplicates.

Learn more: One-click invoice from work order · Email + SMS + PDF send · Embedded payment link
Top feature for solar

One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.

Multi-milestone project invoicing + monitoring contract auto-billing — solar invoicing covers all phases. ACH preferred for big invoices.

Permit TrackingSite AssessmentsMilestone BillingProject Timeline

Other tools solar owners need

Smarfle is one CRM that ships invoicing software alongside everything else you run.

Solar CRM

The full CRM with everything else.

See it all

Solar Scheduling Software

Built into the same solar CRM.

Explore

Solar Dispatch Software

Built into the same solar CRM.

Explore

Solar Billing Software

Built into the same solar CRM.

Explore

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 Invoicing Software CRM questions

Yes. Every invoice generates a branded PDF on the fly (jsPDF — no external service). Includes your company logo, address, the line items, totals, payment terms, and notes. Owner can download from the invoice page; clients get it as an email attachment when you Send.
Yes. Every sent invoice has a Pay Now button that opens a Stripe-hosted checkout (card + ACH for invoices over $1k). When they pay, your CRM invoice auto-flips to Paid + a receipt fires to the client + a confirmation lands in your inbox + in-app.
Smarfle's daily cron auto-flips Sent invoices to Overdue past their due date. The Aging Report breaks outstanding balances into 0-30 / 30-60 / 60+ day buckets. Workflow automation can auto-email or auto-SMS overdue reminders on a schedule (e.g. Day 5, Day 14, Day 30 escalating tone).
Separate line items for panels, inverters, racking, labor, permits. Customer sees exactly what they're paying for.
Smarfle credits previous deposit invoices for the same project on the final. Customer sees deposit + balance clearly.
Yes. Generate the monthly invoice with the month's kWh as the qty. Customer's saved card auto-charges. Smarfle's recurring billing supports flat-rate; for variable, manual generate is required.

Ready to run your solar business from one place?

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