Let customers view invoices, review estimates, approve work, pay balances, and access self-service billing details without extra office back-and-forth.
Give customers a self-service hub for invoices, estimates, balances, approvals, and online payments.
Use This When
Best For
Customer Types
Proof Points
Built for field service teams
This page ties the workflow to service trades, not generic office accounting use cases.
Free-first buying path
Teams can start with free invoicing and only move to Pro when this workflow creates obvious operational value.
Related workflows are connected
The marketing path links estimating, scheduling, payments, and reporting instead of presenting isolated product fragments.
Clients get secure portal access as part of the invoice delivery workflow.
Customers can view invoice history, outstanding balances, and payment records.
Clients pay through portal links and invoice status updates in real time.
Customers can review past and current invoices without searching old emails.
Related Workflows
These related pages are the fastest path to understanding how Service Invoice Pro connects sales, billing, collections, and operations.
Accept card and ACH payments through Stripe Connect, collect deposits, and update invoice status automatically.
Explore Payments
Create estimates, present options, collect deposits, share photos, and convert approved work into jobs or invoices.
Explore Estimates
Manage recurring service contracts with auto-scheduling, auto-invoicing, renewals, and repeat-work visibility.
Explore Service Agreements
Portal workflows can support invoice access, balance review, estimate visibility, online payments, and customer self-service around billing records.
Yes. Portal workflows are especially useful when customers need ongoing access to records, approvals, or recurring-service account history.
Cleaning businesses, contractors, landscapers, and any team serving property managers or repeat clients benefit most when customers need self-service visibility.
Get Started
Join landscapers, plumbers, cleaners, and contractors already invoicing for free. No credit card. No time limit.
