Invoice owners and customers, apply receipts and keep AR aging current. A customer portal lets each of them see what is open and pay it by ACH or card, with the receipt posted and applied for you. A credit memo against a job's invoice credits the job. Customers and jobs stay matched with the ERP you run today.
Customers, sales orders, invoices and receipts sit together. An invoice posts revenue to the job and cost code it bills, and owner pay applications from the contracts and billing module land here as invoices, so collections run from one list whatever the work was billed under and whoever built the bill.
A customer portal where owners and customers see what is open and pay the balance by ACH or card. The receipt posts and applies to the invoice the moment the payment clears, so AR, aging and the ledger agree without anyone keying it, and the same invoice cannot be collected twice. Checks that arrive by mail are recorded as receipts and applied the same way.
A credit memo against a job's invoice credits the job, so the job's revenue and the customer's balance move together instead of drifting apart at month end. Every adjustment is in the audit log with who made it.
AR aging shows every customer's open balance by bucket as of any date, net of credits applied. Collections start from what is actually owed today, not from an invoice total that was paid last week and never updated in the spreadsheet.
The same module, used by the owner, the general contractor and the subcontractor. One example each.
An owner bills grant or partner reimbursables against the project they fund. Invoices carry project and funding source, receipts apply as the money arrives, and AR aging shows which funder is slow as of any date, without a separate tracking sheet.
A pay application posts to AR as an invoice with its retainage held. The owner pays it through the customer portal by ACH, the receipt posts and applies in full, and AR aging drops the invoice the moment it clears. A credit memo against it credits the job.
Invoice the GC for each progress billing, coded to the job. Receipts apply as checks arrive, credit memos settle disputed lines without losing the job's revenue picture, and the aging report shows which GC owes what at month end.
Customers and jobs match on both sides through Integrations, and an invoice or receipt posted here lands in the ledger you keep. Take AR on its own, with AP, job cost and the ledger staying where they are until you choose to move them.
Pricing follows what you use. Every part of the platform can be taken on its own and kept in sync with the systems you already run. Talk to us about pricing for your company.
Talk to us →How do customers pay?
Online through the customer portal, by ACH or card, against what is still owed on the invoice. The receipt posts and applies as soon as the payment clears, and AR aging updates with it. A check that arrives by mail is recorded as a receipt and applied the same way.
What does a credit memo do to the job?
A credit memo against a job's invoice credits the job, not only the customer. Job revenue and the customer's balance move together, so the job and the receivable agree.
Can I take AR without AP or the ledger?
Yes. AR runs on its own, in sync with the ERP you have through Integrations. Customers and jobs match on both sides, and posted invoices and receipts land in the ledger you keep.
Where do owner pay applications show up?
In AR, as invoices. The pay application itself is built in the contracts and billing module; once posted it is collected, aged and credited like any other invoice.
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