Everything a tradesperson needs at the customer's door is in the Business Hub app.
Where it is
- More → Payments: what's outstanding and paid this month at the top, then Outstanding (overdue first), Paid, Drafts and Estimates.
- New invoice on a contact, next to Call, Text and Email.
- Invoice this booking on a completed booking in Calendars — a draft from the booking, for extras the booking didn't charge.
- Today shows how many invoices are overdue and what was paid today.
A quick invoice
Tap products from your price list, or type a line and a price. The due date, tax and notes come from Settings → Payments. Save and continue opens the invoice to send.
Sending it
- Text to pay: a text with the pay link. If the customer hasn't agreed to texts or texted you first, the app asks you to tick This person asked us to text them before it sends.
- Email, or Share link (the phone's share sheet).
- QR code: the customer scans it with their phone's camera and pays on the spot.
Getting paid
- Mark paid for cash, a check, a bank transfer or other, with a note and an optional receipt.
- Refund a payment: enter the amount and a reason, then confirm on a clear screen — for example "Refund $50.00 to Visa ending 4242?".
- You get a notification on the phone when an invoice you sent is paid (from the Phone column in My notifications); tapping it opens the invoice.
No signal?
A new draft and Mark paid are kept on the phone and sent once you're back online — each is recorded once, however many times the phone retries. Sending an invoice and refunds need a connection, and the app says so.
Adding a photo from the camera to an invoice, and taking card payments by tapping the card on the phone, are planned for later.