Get paid and keep clean books
Turn finished work into cash without a second round of data entry.
Invoices, aging, payment tracking, reconciliation, refunds, write-offs, credits, taxes, and recurring billing.
Useful to the people doing the work
Where invoicing and payments fits
Billing
Move accurate work records into invoices, payments, and follow-up.
Owner or controller
Review cash, provider exceptions, and financial handoffs without rebuilding the numbers.
Office manager
Keep customer and operational handoffs from creating finance cleanup.
See invoicing and payments in Service Opus
How the work moves
A practical way to run this workflow
Convert completed work into accurate invoices, monitor receivables, and collect payments faster.
Who uses it
- Office and billing teams preparing invoices.
- Managers watching aging, write-offs, credits, and refunds.
- Owners tracking cash-flow risk.
Set it up right
- Configure invoice numbering, tax behavior, payment terms, payment methods, and late fee rules.
- Confirm billable job details, quote terms, customer billing contacts, and payment requirements.
- Define who can approve refunds, write-offs, discounts, and credit notes.
Run the workflow
- Create invoices from completed jobs, accepted quotes, recurring schedules, or direct billing needs.
- Review line items, labor, materials, taxes, discounts, deposits, and terms.
- Send invoices or payment links through the approved customer channel.
- Track aging, payment status, reconciliation, refunds, credit notes, and write-off exceptions.
- Hand clean invoice and payment data to accounting sync workflows.
Do not let this slip
- Invoice amounts match job, quote, and tax expectations.
- Billing contacts and delivery details are correct.
- Exceptions have approval before customer or accounting action.
- Aging balances have documented collection follow-up.
What it hands off to
- Jobs for completion and billing details.
- Customers for balances and statements.
- Accounting for export and sync.
- Communications for delivery and payment follow-up.
See it with your process
Walk through invoicing and payments using the way your company works today.
No generic slide deck. Bring a real handoff, problem, or operating question and see how the workflow fits.