Invoicing & Payments
Invoicing and payment collection built into your CRM.
Turn any estimate into an invoice with one click. Collect deposits, balance payments, and final invoices via Stripe — on the phone, on-site, or in an email. Every payment auto-reconciles to the right job and customer.
Key features
Capabilities
One-click convert any approved estimate into an invoice, preserving line items and pricing. Both records stay linked on the lead.
Every estimate and invoice opens in a tokenized, mobile-friendly portal — review, e-sign, pay, download PDF, and see receipts. No login required.
Accept credit cards, ACH, and digital wallets via Stripe — the same stack used by Shopify and Lyft.
Collect a percentage or fixed deposit when the estimate is signed, then the balance on completion.
Support progress payments for multi-phase jobs (common in general contracting and roofing).
Every invoice gets a secure Stripe-hosted payment page you can send via email, SMS, or QR code.
Field techs can accept card payments from their phone when they finish a job.
Customers get an instant receipt email and SMS when their payment clears.
Issue full or partial refunds straight from the invoice — Stripe processes, email goes out, and the lead activity log updates automatically.
See every unpaid invoice per customer, per job, per period — with aging reports.
Every payment automatically links to the lead, the job, and the commission record — no manual matching.
How teams use it
Owners
Stop chasing payments. Joby sends automated reminders for unpaid invoices and provides aging reports by period.
Field Techs
Collect payment on-site with the mobile app. Customers sign and pay right on the tech's phone, and the invoice closes automatically.
Accounting
Every payment auto-reconciles to the lead, job, and commission record — no more matching payments to invoices by hand.
Frequently asked questions
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