Invoicing software
The invoice builds itself from the finished job, with billable hours and parts already on it as lines. It goes out with a payment link that does not expire, and overdue is set for you against the due date.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- Live in 5 minutes
- No setup fee
- No long-term contract
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
Why cash flow stalls
Manual invoicing wastes hours each week and leads to missed payments. Most service businesses lose revenue simply because their billing process is disorganized.
Slow Manual Invoice Creation
Building invoices from scratch in spreadsheets or generic tools takes 15-20 minutes each. Multiply that by dozens of jobs per week, and your admin time spirals out of control.
Invoices Slip Through the Cracks
Without automated tracking, sent invoices go unfollowed. Clients forget to pay, and you forget to follow up. The result is thousands in outstanding receivables collecting dust.
No Visibility Into Cash Flow
When invoices live in email threads and paper files, you cannot see how much is outstanding, overdue, or collected this month. Financial decisions become guesswork.
From finished job to sent invoice
- 1
Generate From a Completed Job
Click 'Create Invoice' on any completed work order. The client, service details, pricing, and line items are pre-filled automatically. No re-typing required.
- 2
Customize Line Items and Tax
Add, remove, or adjust line items. Set tax rates, apply discounts, and include payment terms. The total calculates in real time as you build the invoice.
- 3
Send and Track in One Click
Send the invoice via email with an attached PDF. The status updates to 'Sent' automatically, and the client receives a professional document with your company branding.
- 4
Monitor Payments and Overdue Alerts
Track every invoice through its lifecycle: draft, sent, paid, or overdue. The system flags overdue invoices automatically so you can follow up before revenue is lost.
What lands on the invoice on its own
One-Click Invoice From Work Orders
Turn any completed job into a fully detailed invoice with a single click. Client info, services performed, and pricing carry over automatically from the work order.
PDF Export With Company Branding
Generate professional PDF invoices featuring your company logo, address, tax ID, and custom payment terms. Download or send directly to clients via email.
Invoice Lifecycle Management
Track each invoice from draft through sent, paid, and overdue stages. Bulk actions let you send multiple invoices or record payments in batch.
Aging Reports and Overdue Detection
View outstanding balances grouped by 0-30, 30-60, and 60+ day buckets. Automatic overdue detection flags past-due invoices and triggers notifications.
Line Items With Tax Calculations
Add unlimited line items with quantity, unit price, and descriptions. Configure tax rates per invoice, and the system handles all subtotal and total calculations.
Email Delivery With Tracking
Send invoices directly to clients via email with the PDF attached. The invoice status updates to 'Sent' on delivery, giving you a clear audit trail for every transaction.
CRM and Invoicing Software in One Tool
Most service businesses stitch together a CRM (HubSpot or Salesforce) with separate invoicing software (QuickBooks or FreshBooks). Smarfle replaces both with a single CRM with invoicing built in. Client records, work orders, estimates, invoices, and payment history live on the same screen, so you never bounce between apps to reconcile a customer's status.
The Best CRM with Invoicing for Recurring Customers
Recurring monthly clients are the backbone of service-business revenue. Smarfle's CRM and invoicing software auto-generates monthly invoices from your recurring service templates, charges the saved card on file, and updates the client's record without any manual entry. No more chasing payment, no more reconciling spreadsheets.
How each trade bills a finished job
The service businesses that get the most out of this feature, and the specific way each one uses it.
Billing before Smarfle, and after
Without it
With Smarfle
Invoices written days after the job (lost details, late cash)
Auto-generated when the work order moves to Completed
Customer pays via check or 'I'll send it later'
Stripe payment link on every invoice, paid in under a minute
Following up on unpaid invoices is a manual chase
Overdue detection + automatic reminder workflow
Live invoicing, end to end
See how Smarfle transforms your invoicing workflow with real-time dashboards, lifecycle tracking, and automated overdue alerts.
12480$
Outstanding
34250$
Collected This Month
3720$
Overdue
- Paid
INV-1042 - Martinez Residence
HVAC maintenance, 3 line items
- Sent
INV-1043 - Oakwood Office Park
Plumbing repair, emergency call
- Overdue
INV-1039 - Riverdale HOA
Landscaping, quarterly service
- Draft
INV-1044 - Chen Property Group
Electrical inspection, 2 units
Before you switch billing tools
Can I create invoices directly from completed work orders?
How does the overdue detection work?
Can I customize the PDF invoice with my company branding?
Is there a way to send invoices in bulk?
What invoicing costs
all
Included on All Plans
Full invoice management is available on every Smarfle plan. Create unlimited invoices, send via email, export PDFs, and track payments from day one.
View all plansWhat feeds the invoice
Smarfle against standalone invoicing tools
See how Smarfle's approach compares with the tools businesses commonly evaluate alongside us.
Ready to try Invoice Management?
Start your 14-day free trial. No credit card required.