From finished job to money in the bank.
Invoices build themselves from the accepted quote or the logged labour and parts. Customers pay by card from a link, and overdue invoices are chased for you.
Without it
- Invoices raised days after the job — if at all
- Chasing the same customer by text for weeks
- Retyping everything into your accounts package
With The Job Planner
Invoice in one click
Lines come from the accepted quote, or from labour time and parts used on site.
Pay by link
Customers pay by card from the invoice page; bank transfers are recorded in two clicks, part-payments too.
Chased automatically
Overdue invoices are marked and reminder emails go out the day after the due date, then weekly.
What's inside
Gapless numbering
INV-0001, INV-0002… per company, never skipped or duplicated.
VAT and bank details
VAT breakdown, your VAT number, bank details and payment terms on every invoice PDF.
Accounts-ready export
Export invoice lines in Xero format or generic CSV for your bookkeeper.
Customer portal
Customers can see and pay every outstanding invoice from one private link.
3 steps
- 1Raise the invoice from the completed job
- 2Send it — the PDF and a pay link go together
- 3Payment recorded; reminders stop
Does it sync with Xero automatically?
Not yet — invoices export as a Xero-ready CSV today. A live sync is on the roadmap.
Who pays the card fees?
Card payments go through your own Stripe account at Stripe's standard rates.
Works hand in hand with
See it with your own jobs.
14-day free trial · no card · every feature switched on.