Billing & Invoicing

A complete financial workflow built for concrete operations. Generate quotes, convert them to orders, auto-generate invoices from dispatch jobs, manage rate cards, process payments, and produce professional financial reports.

Quotes & Proposals Rate Cards Order Management Auto Invoicing Online Payments Recurring Billing Credit Notes Financial Reports

Quotes & Proposals

Build professional quotes with itemized line items, material specifications, and delivery terms. Send to customers, track status (draft, sent, accepted, rejected), and convert accepted quotes to orders with one click.

Rate Cards

Define per-customer pricing for materials, delivery charges, minimum orders, and surcharges. Rate cards automatically apply to invoices so pricing is always consistent and accurate.

Order Management

Track orders from confirmation through delivery to completion. Link orders to dispatch jobs, monitor fulfillment progress, and maintain a complete order history per customer.

Recurring Invoices

Set up recurring invoice templates for customers with regular deliveries. Define frequency, line items, and terms — invoices generate automatically on schedule.

Payment Processing

Record payments against invoices, process online payments via Stripe, and track payment history. Automatic reconciliation marks invoices as paid when payments are received.

Accounts Receivable

Monitor outstanding balances, aging reports, and collection status across all customers. Identify overdue accounts, track payment patterns, and manage your cash flow effectively.

Credit Notes

Issue credit notes for adjustments, returns, or billing corrections. Apply credits to outstanding invoices automatically and maintain a complete audit trail of all adjustments.

Customer Statements

Generate professional account statements showing all invoices, payments, credits, and outstanding balances for any customer over any period. Send directly or export as PDF.

Financial Summary

Executive-level financial overview with revenue, outstanding receivables, payment trends, and key financial KPIs. See the health of your operation at a glance.

Material Costs

Track and manage material costs to understand your true margins. Update costs as supplier pricing changes and see the impact on job profitability in real time.

Billing Reports

Comprehensive billing reports covering revenue by customer, by period, by material, and by machine. Export to PDF or spreadsheet for accounting integration.