Invoicing & payments

Invoicing software that gets jobs paid

Send the invoice straight from the job. Customers can pay online through your own Stripe account, or by Interac e-Transfer or cheque, and online payments mark the job paid.

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Free forever plan · No credit card required

Send invoice window with the email preview, a View and pay invoice button and other ways to pay by e-Transfer and cheque

The problem

Getting paid takes longer than doing the work

Invoices are typed after the fact, payment instructions get lost, and nobody is sure which jobs are still unpaid.

Late invoices

The job is done, but the invoice waits until someone has time to type it.

Unclear how to pay

Customers have to ask how to pay, and payments stall.

Unknown balance

Deposits and partial payments are tracked on paper, if at all.

How it works

Invoice from the job, get paid your way

Send the invoice in a minute

The invoice is built from the job, so the customer, items, tax and deposit are already there. Send it by email from Universal Workflow with your message, and preview exactly what the customer will see first.

Choose how this customer can pay, per invoice
Payment link: card, Apple Pay, Google Pay, or bank debit in Canada
Interac e-Transfer and cheque instructions, with the invoice number

Email preview with the invoice total and the ways to pay — The email preview before you send. Sample data.

A secure page for your customer

The customer opens a secure invoice page with the amount due, a Pay button if you offer a payment link, and your other ways to pay. Payments go to your own Stripe account. When an online payment comes in, the job is marked paid.

Deposits and progress payments
Record e-Transfers, cheques and cash by hand
The payment fee is shown before you send, so large invoices can go by e-Transfer or cheque

Customer invoice page with the amount due, a Pay button and e-Transfer and cheque instructions — What your customer sees.

Know what's paid and what isn't

Completed jobs show paid and unpaid at a glance, Financial Analytics lists payments received, and on Growth and Premium invoices and payment status connect to QuickBooks Online.

Completed jobs with Paid and Unpaid labels — Paid and unpaid, job by job.

What changes

Paid sooner, with less follow-up

Invoices the same day

The invoice is ready the moment the job is done.

More ways to pay

Card, Apple Pay, Google Pay, bank debit, e-Transfer or cheque.

Your money, your account

Online payments go to your own Stripe account.

Deposits handled

Ask for a deposit from the quote, then the balance when you're done.

Marked paid by itself

Online payments update the job and your outstanding total.

No platform fee on paid plans

Stripe's processing fees apply; Universal Workflow adds 1% per online payment only on Free.

Example

Invoicing a $2,480 job

A small bathroom job is finished on Tuesday.

Complete. The job moves to Completed Jobs.
Send. Send invoice: the payment link, e-Transfer and cheque are ticked, the message is ready, the preview looks right.
Pay. The customer opens the invoice page and pays by card.
Done. The job is marked paid, and the payment appears in Financial Analytics.

FAQ

Questions about invoicing & payments

Can’t find your answer? Send us a message and we’ll get back to you.

How do customers pay online?

Connect your own Stripe account in Settings → Payments. Your invoices can then include a payment link where customers pay by card, Apple Pay, Google Pay, or bank debit in Canada.

Can customers pay by e-Transfer or cheque?

Yes. Add your e-Transfer email and cheque details once, then choose for each invoice which ways the customer can pay. Record those payments by hand when they arrive.

What does it cost to take payments?

Stripe's processing fees apply. Universal Workflow adds no fee on paid plans and 1% per online payment on the Free plan.

Can I take a deposit?

Yes. Add a deposit to the quote as a percentage or an amount, request it before the job starts, and invoice the balance at the end.

Does it work with QuickBooks?

Growth and Premium include QuickBooks Online integration for invoices and payment status. You need your own QuickBooks Online subscription.

Where can I take online payments?

Online payments are available for businesses in Canada and the United States. Anywhere else, you can still send invoices and record payments by hand.

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