Guide
How to send invoices that get paid faster
Hosted client view, clear totals, reminders — the pieces that cut your average collection time.
Before you start
Invoices get paid faster when the customer can understand the work, see the total, choose an online payment path, and trust that the invoice matches the approved estimate or proposal. Keep payment tracking, reminders, partial payments, and revenue reporting connected from the start. The cleaner the invoice record is, the easier it is to follow up without sounding unsure. Tie every invoice to the client, job, files, and payment status before collection becomes overdue, and make sure the person collecting payment can see the same context the field team captured. That includes photos, approved scope, completion notes, credits, deposits, and any promise made during the sales conversation.
Step-by-step
- Step 01
Generate from an estimate
Promote an approved estimate to invoice.
- Step 02
Send the hosted link
Client opens in any browser; downloads as PDF if needed.
- Step 03
Set reminders
Auto + manual reminders on overdue invoices.
- Step 04
Record payments
Inline payment recording with method + amount.
Frequently asked
Why hosted invoices?
Lower friction than email-with-PDF. Higher pay rate.
How do reminders work?
Auto on overdue; manual any time. Activity log captures each send.
Can I send in any currency?
Yes — currency follows the org's billing region.
What about partial payments?
Record any number of partial payments; balance updates automatically.
Do invoice numbers stay sequential?
Yes — org-scoped sequence. Accountants approve.
Can I export to accounting?
Yes. BisHub supports finance exports and reports for invoices, payments, expenses, revenue, and profit tracking.
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