Spending more time chasing payments than running your business?
Generate invoices and process payments faster with simPRO
Give customers payment flexibility
Keep cash flowing by accepting credit cards with our Square integration, online, through simPRO Mobile, automatically in the Customer Portal or over the phone.
Create professional invoices in the field
Create and send invoices while on-site using simPRO Mobile. Enter credit card information manually or with the Square card reader.
Integrate with your accounting solutions
Seamlessly export invoices from simPRO into your existing accounting software for streamlined accounts receivable management.
Invoice management software is a convenient way to get paid for your work
Connect the job to the invoice
Once you’re ready to invoice the customer, simply review the job and generate the type of invoice you want. The sell prices calculated on the job will appear on the invoice, without the need for manual data entry. Avoid billing the wrong amount by setting internal invoice approvals so information can be reviewed before being sent out. Want a consistent look for your invoices? Use a PDF invoice template to create a branded layout.
Invoice according to project phases
Working on a multi-stage project? Issue an invoice after each stage via email with progress billing then, track payments to keep cash flow positive and monitor your remaining balance. Manage retainage claims by setting a percentage amount which will automatically calculate when you create the invoice.
Run reports for insights into invoicing
When you want to quickly gather information about your invoices, generating detailed reports provides much-needed visibility. See which of your customers have outstanding invoices with the Aged Receivables report, track income amounts per invoice with the Invoice Income Summary report and view invoices created for customers with the Sales Invoices report.
Keep your cash flowing and collect customer payments with secure and easy-to-use invoicing software
Quickly accept payments while in the field with the simPRO Mobile app and Square.
Add a link to your invoices which directs customers to a payment page.
Through the simPRO Customer Portal
Give customers access to securely view transaction history and pay outstanding invoices.
Over the phone
Have your customers provide credit card details over the phone and enter details for immediate processing.
Ready to take the stress out of invoicing?
Integrate with accounting software
Seamlessly connect to QuickBooks Online or Xero to keep financial data accurate and transparent across systems.
Use automated recurring payments
Set up automatic invoicing for recurring jobs and easily set up payment processing with Square.
Use the Data Feed add-on to extract cost information from a document and auto populate an invoice.
"It’s great for us because our invoices can be over a page long with different parts listed. So instead of having to manually enter all of that information, it automatically transfers into our [simPRO] system."
Andrea Lovell, Heron Plumbing
simPRO learning and support
Maximize the benefit of simPRO’s features with comprehensive learning and support resources.
Training & Implementation
Receive personalized guidance for a successful start, and a foundation to last you for years to come, with simPRO’s training and implementation.
Learn how to use the latest products and implement new functionalities in your simPRO build with the simPRO Learning Toolbox.
With five different support channels and local teams around the globe, simPRO ensures you receive the highest level of support.
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