Everything you need to bill customers, collect payments, and manage your cash flow.
Quick Links
Create an Invoice
Generate professional bills for completed work. Itemize materials, labor, and taxes automatically.
Send Invoice to Customer
Email or text invoices directly from Crewdex. Include payment links for instant online payment.
Record a Payment
Log cash, check, or card payments. Mark invoices as paid and track payment methods.
Track Unpaid Invoices
See who owes you money and how long invoices have been outstanding. Follow up on overdue accounts.
Issue a Refund
Process refunds via credit notes for service quality issues, partial work, or billing errors.
Common Scenarios
Scenario 1: Job completed, customer asks for bill → Create an Invoice with materials used, labor hours, and service charges.
Scenario 2: Customer not on-site, needs to pay later → Send Invoice to Customer via email with an online payment link.
Scenario 3: Customer pays with cash at completion → Record a Payment immediately and mark the invoice as paid.
Scenario 4: End of week, checking who hasn't paid → Track Unpaid Invoices to see overdue balances and prioritize collection calls.
Related Topics
- Job Details - Complete jobs before invoicing
- Customer Information - Verify billing addresses before sending invoices
- Quotes - Convert estimates to jobs and invoices
Need more help? Visit the Owner Guide for advanced billing strategies and reports.