Invoicing & Payments

Accepting Payments

Accept credit card and other payments on your invoices

Accounting Integrations

Sync invoices, customers, and items with QuickBooks, Xero, FreshBooks, or Wave

AI-Powered Item Import

Import price book items from any CSV format with automatic column mapping

AI Natural Language Invoice & Estimate Creation

Type what you want in plain English and AI fills the form for you

Batch Invoicing

Send multiple invoices together with one payment link

Batch Payment Checkout

Pay multiple invoices at once with Stripe or Square checkout

Branded Email Templates

Add your company logo to invoice and estimate emails

Creating an Estimate

Create professional estimates for customer approval and convert them to invoices, jobs, or recurring services

Creating Invoices from Job Reports

Prefill invoices with completed work details from job reports

Creating an Invoice

Create professional invoices for your completed work with server-side item search and real-time loading feedback

data import export

Email Campaigns

Send AI-drafted broadcast emails to your customer list with safety guardrails and monthly limits

Invoice Template Customization

Customize your invoice and estimate PDF styling with fonts, colors, layouts, line item photos, and AI-powered style analysis

Job Profitability Report

Track revenue, costs, profit, and margins across all completed jobs with per-employee labor rates

Send Payment Link from Mobile

Send invoice payment links via email and SMS from the mobile app

Paying Invoices Online

Pay contractor invoices instantly with credit card via Stripe

Automated Payment Reminders

Send automatic email reminders for upcoming and overdue invoices

Photo Library & Line Item Photos

Add photos to estimate line items from a reusable company photo library

Post-Connection Wizard

Import customers and items after connecting your accounting software

Preventive Maintenance Schedules

Automate recurring maintenance with PM schedules that create tickets automatically and link to approved estimates

Preventive Maintenance — Upfront Ticket Generation

All PM visits for the next 12 months are created as tickets immediately when you set up a schedule

Progress Billing

Bill for larger projects in stages or installments

Recording Payments (Batch)

Record payments you've received and apply them across multiple invoices at once

Recurring Invoices

Set up automatic monthly, weekly, or quarterly billing for maintenance contracts and subscriptions

Sending Invoices

Send invoices to customers via email

Signatures and Review Requests

Get customer signatures on jobs, invoices, and estimates, and request reviews after completion

Accepting Square Payments

Accept payments on invoices using Square payment links

Unsynced Customer Alert

See which customers from your accounting software haven't been imported to BlueClerk yet

Accepting Venmo Payments

Set up and accept Venmo payments on your invoices