Invoices ready when the work is done
Deposits and progress payments are set on the quote. When a stage is finished, send its invoice from one list of everything left to bill.
Invoices are ready as soon as the work is done, and customers pay online. Payments land on the job and sync with QuickBooks Online, so month-end takes less work.
Deposits and progress payments are set on the quote. When a stage is finished, send its invoice from one list of everything left to bill.
Customers pay by card or bank transfer through your own Stripe account. Each payment lands on the right job.
Invoices and payments sync with QuickBooks Online, using your items and income accounts. A payment recorded in QuickBooks marks the invoice paid in solarOS.
Audit tools find invoices that don't match and help you fix them. Invoices you made before connecting QuickBooks aren't sent over again, so nothing shows up twice.
Overdue invoices get a friendly note, then a firm one, then a final one. Reminders stop as soon as the invoice is paid.
| Before solarOS | With solarOS |
|---|---|
| Type invoices from the job folder | Invoices drafted as the work finishes |
| Re-enter invoices in QuickBooks | Invoices sync with your accounts |
| Match deposits to jobs from the bank statement | Payments land on the job |
| Chase overdue invoices one email at a time | Reminders go out on schedule |
| Find unbilled work at month-end | See unbilled work as soon as it's done |
No. QuickBooks Online stays your accounting system. solarOS creates the invoices and payments and keeps them in sync.
Yes. Send the invoice to a landlord, an HOA, or a financing company, with the home and the job attached.
Standard card and bank fees, plus 0.60% of payments made through solarOS. Payouts go straight to your bank.
Book a 30-minute demo. We'll run one of your real jobs through solarOS, from the quote to the invoice.