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Payment & Invoice Manager AI

Get Paid 2x Faster — Without Chasing a Single Invoice

AI-powered invoicing that creates, sends, and follows up on every invoice automatically. Professional templates, smart payment reminders, and real-time cash flow visibility — so you focus on the work, not the paperwork.

No setup fees
Cancel anytime
Works in minutes
Business owner reviewing professional AI-generated invoices on laptop

2x Faster Payment

With automated reminders

Introducing

Meet Your AI Invoice Manager

Stop losing money to late payments and forgotten invoices. Your AI invoice manager creates professional invoices the moment a job is done, sends them instantly, and follows up automatically until you get paid.

The Problem

Late Payments Are Killing Your Cash Flow

Late Payments Crushing Cash Flow

The average small business waits 27 days to get paid. That means covering payroll, supplies, and overhead out of pocket.

Hours Wasted Creating Invoices

Manually typing up invoices after every job eats 5-8 hours per week — time you could spend on billable work.

Awkward Payment Follow-Ups

Nobody likes chasing clients for money. The discomfort means follow-ups get delayed, and payments slip further.

No System for Tracking Overdue

Spreadsheets and sticky notes are not a collections strategy. Invoices fall through the cracks and money gets left on the table.

Lost and Forgotten Invoices

Clients claim they never received the invoice. Without proof of delivery and automated reminders, you have no recourse.

Inconsistent Pricing

Without standardized templates, different jobs get quoted differently. Pricing errors erode margins and confuse clients.

How It Works

From Job Completed to Payment Collected

Four automated steps that turn every completed job into collected revenue.

01

Job Completed

Mark a job done in your CRM — or let AI detect completion automatically.

02

AI Generates Invoice

Professional invoice created instantly with service details, pricing, and payment terms.

03

Smart Reminders Sent

Automated follow-ups at day 3, 7, and 14 — friendly tone, increasing urgency.

04

Payment Collected

Client pays via link. Payment logged, receipt sent, books updated automatically.

Instant Invoicing

Professional Invoices Created in Seconds

The moment a job is marked complete, your AI generates a polished invoice with the right services, pricing, and payment terms. No typing. No templates to fill out. No delays.

Auto-populates service details from completed job records
Applies your standard pricing with tax calculations
Includes payment link for instant online payment
Customizable templates with your logo and branding
Invoice #INV-2847
Auto-Generated

Billed To

Sarah Mitchell

142 Oak Street, Sacramento CA

Invoice Date

Jan 15, 2025

Due: Jan 30, 2025

ServiceQtyAmount
AC System Repair1$385.00
Refrigerant Recharge (R-410A)2 lbs$120.00
Diagnostic Fee1$0.00
Total Due$505.00
Invoice auto-generated from completed job
Payment link included in client email
Reminder scheduled for Jan 22 if unpaid
Smart Reminder Sequence
Day 0Sent

Invoice Sent

Professional invoice with payment link

Day 3Sent

Gentle Nudge

Friendly reminder with original invoice

Day 7Scheduled

Second Reminder

Urgency increased, payment options highlighted

Day 14Scheduled

Final Notice

Last reminder before escalation to you

Fully automated — no action needed
4 touch points

Smart Reminders

Automated Follow-Ups That Get You Paid

No more awkward "just checking in" emails. Your AI sends a perfectly timed sequence of professional reminders — friendly at first, more direct as the due date passes — so you never have to chase a payment again.

Automatic reminders at day 3, 7, and 14 after invoice
Tone escalates naturally from friendly to firm
Includes original invoice and one-click payment link
Stops automatically the moment payment is received
Escalates to you only if all reminders are ignored

Payment Tracking

Every Invoice, Every Status, One Dashboard

See exactly who has paid, who owes you, and who needs a nudge — all in real time. No more digging through email threads or checking bank statements to figure out where your money is.

Real-time status: paid, pending, and overdue at a glance
Automatic payment matching when funds arrive
Overdue invoices flagged with escalation recommendations
Complete audit trail for every invoice and payment
Accounts Receivable

$1,705

Paid (30d)

$1,100

Pending

$950

Overdue

INV-2847

Sarah M.

$505.00

PaidPaid in 2d
INV-2846

Mike R.

$1,200.00

PaidPaid in 1d
INV-2845

James K.

$780.00

PendingDue in 5d
INV-2844

Lisa T.

$320.00

PendingDue in 12d
INV-2843

David P.

$950.00

Overdue3d overdue

Revenue Overview

Last 6 months collected

+72%

$14.1K

This Month

3.2d

Avg Pay Time

97%

Collection Rate

Aug
Sep
Oct
Nov
Dec
Jan
Forecast: $15.8K next month based on current pipeline

Financial Clarity

Know Your Numbers Without a Bookkeeper

Your AI tracks revenue collected, outstanding invoices, average payment time, and cash flow trends. Get a clear picture of your financial health without hiring an accountant or wrestling with spreadsheets.

Monthly revenue summary with year-over-year comparison
Average payment time tracked across all clients
Cash flow forecasting based on outstanding invoices
Weekly financial digest emailed to your inbox

See It In Action

One Dashboard. Every Invoice. Complete Control.

Invoice management dashboard on laptop showing payment status and cash flow

The Impact

Why Local Businesses Love AI Invoicing

2x

2x Faster Payment

Automated reminders and one-click payment links cut your average collection time in half. Get paid in days, not weeks.

0

Zero Manual Invoices

Every invoice is auto-generated from completed jobs. No typing, no templates, no forgetting to bill a client.

Auto

Automated Follow-Up

Professional reminder sequences run on autopilot. Never send an awkward 'just checking in' email again.

Pro

Professional Templates

Branded invoices with your logo, payment terms, and line-item details that make your business look polished.

8hrs

Save 8hrs/Week

Stop spending evenings creating invoices and tracking payments. Your AI handles the entire billing cycle.

24/7

Cash Flow Visibility

Real-time dashboards show revenue collected, outstanding balance, and forecasted income at a glance.

Built for Your Industry

AI Invoicing for Local Service Businesses

HVAC

Invoice after AC repair or install
Seasonal maintenance billing
Emergency service surcharge invoicing
Multi-unit property batch invoices

Plumbing

Emergency repair invoicing
Water heater install billing
Recurring drain maintenance plans
Parts and labor line-item breakdowns

Contractors

Progress billing milestones
Change order invoicing
Material cost pass-through
Retainage tracking and release

Electricians

Panel upgrade invoicing
Permit fee pass-through billing
EV charger installation quotes
Inspection follow-up billing

Auto Repair

Service completion invoicing
Parts and labor breakdown
Warranty claim documentation
Fleet maintenance billing

Any Service Business

Custom invoice templates
Multi-location billing
Recurring service plans
Late fee automation

What Business Owners Are Saying

"I used to spend every Sunday night creating invoices. Now they go out automatically the minute a job is done. I got my weekends back."

Carlos M.

HVAC Business Owner

"Our average payment time dropped from 23 days to 4 days. The automated reminders are professional and persistent — without being annoying."

Rachel K.

Plumbing Company Manager

"I had $12,000 in outstanding invoices I had basically given up on. Set up the AI follow-ups and collected $9,800 within two weeks."

Brian W.

Electrical Contractor

Frequently Asked Questions

How does the AI know what to put on my invoices?

The AI pulls service details, pricing, and client information directly from completed job records in your CRM. You set your standard rates and terms once, and every invoice is generated with the right data automatically.

Can I customize the invoice design and branding?

Absolutely. You can add your logo, choose colors, set payment terms, customize footer text, and adjust the layout. Every invoice that goes out looks like it came from a professional accounting department.

What payment methods can my clients use?

Clients can pay via credit card, debit card, ACH bank transfer, or digital wallets — all through a secure one-click payment link included in every invoice and reminder.

Will my clients feel harassed by the automated reminders?

The reminder sequence is designed to be professional and respectful. It starts with a friendly nudge at day 3, a polite follow-up at day 7, and a firmer notice at day 14. Clients consistently rate the experience positively.

What happens if a client disputes an invoice?

The system flags disputed invoices for your review, pauses automated reminders, and provides a complete history of the job, services, and communications so you can resolve it quickly.

Does it handle sales tax and different tax rates?

Yes. You can configure tax rates by service type and location. The AI automatically applies the correct tax to every invoice based on the job details and client location.

Can I use this alongside my existing accounting software?

Yes. Payment and invoice data can be exported or synced with popular accounting tools like QuickBooks, Xero, and FreshBooks. Your books stay accurate without double-entry.

How quickly can I get set up?

Most businesses are invoicing within 30 minutes. You connect your CRM, set your pricing and payment terms, customize your template, and you are live. No technical knowledge required.

Stop Chasing Payments. Start Getting Paid Automatically.

Join hundreds of local service businesses using AI invoicing to collect payments faster, eliminate manual billing, and finally get control of their cash flow.

No credit card required
Setup in 30 minutes
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