Milestone invoices for installs

Solar invoicing software

Solar invoicing software for residential and small commercial installs. The deposit is paid with the signed proposal, the install and interconnection milestones each go out as their own invoice, and the finished system goes on the customer's record with its warranty.

14 days free · No credit card · Built in Florida

Solar milestone invoice example

The second milestone of a rooftop install, billed when the panels were mounted and wired.

Smarfle · Solar invoice

Invoice

SO-0342

Milestone 2 of 3

Sent · awaiting payment

Bill to

Tomasz Reilly

77 Brightwater Ln, Oviedo FL 32765

8.4 kW rooftop system, install

Milestone 2

$11,340.00

Main panel upgrade, 200 A

1

$1,850.00
Due this milestone$13,190.00
Emailed when the install passedPay now

Example with sample data

Contract, install, interconnection

Collect the deposit on the signed proposal, then send the install milestone and the final one after the utility approves interconnection, each as its own invoice on the project.

Invoicing

Panel upgrades approved first

If the site visit finds the main panel too small, revise the proposal and the homeowner signs the upgrade before the crew orders it. Its lines then sit on the project.

Estimates and e-signatures

The system on record

Inverter, panels and battery go on the customer as one system, recording each serial number, the install date and the warranty end, ready for the service call in year six.

Customer records

Installer hours against the bill

Installers log their hours on the project and permits go on as expenses, so you can see what an 8 kW job really cost before the last milestone is paid.

Time tracking

Solar invoicing features

What it does

  • Deposit with the signed proposalPaid online
  • One invoice per milestoneOn the same project
  • System records with warrantyInverter, panels, battery
  • Labor and permit costsAgainst the project

What it doesn't do

  • Loan and lease financingThrough your finance partner
  • Incentive and rebate paperworkFiled separately
  • Production monitoringUse the inverter's app
  • System design and proposalsUse your design tool

Smarfle vs Service Fusion for solar

SmarfleService Fusion
Entry planSolo $19, 1 userUnlimited users, quoted
Mid planStarter $99, 5 usersUnlimited users, quoted
Equipment or unit records per customer Yes Limited
Guided onboarding with an implementation contact No Yes
Answers your phone without a paid add-on Yes No

Solar invoicing pricing

Milestone invoices and system records come with every plan, and Stripe's ACH fee stays at $5 or less on a big milestone.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 500 clients
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Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 5,000 clients
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 10,000 clients
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SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

Solar invoice questions

Yes. Proposals, projects and milestone invoices live together, with each system saved on the customer.
Yes. Send a separate invoice for each milestone on the same project, listing that stage's work.
Only on a single completion invoice. When you bill by milestone, lower the first milestone by the deposit amount.
No. Loans and leases go through your finance partner, and Smarfle invoices what the homeowner pays you.
On the customer, with the inverter, panels and battery, serial numbers, install date and warranty.
Yes. Revise the proposal, and once signed, the upgrade lines sit on the project for billing.
No. Installers see the address, the system and the schedule, never the price.
Yes. Hours and expenses on the project sit beside what you invoiced.

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14 days with every feature on your real solar work. No credit card.

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