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Invoicing

Invoice from the work, and get paid on time.

Raise invoices from jobs, quotes, contract visits, client purchase orders and retention releases, or from the field app on site. Due dates follow each client’s payment terms, invoices go to their accounts email, and overdue invoices are chased automatically.

traqR: Invoicing

From the work

Invoice a job, a quote, a contract visit, a client PO or a retention release without re-keying.

Chased for you

Overdue invoices get reminder emails that step up from friendly to final notice.

Xero and QuickBooks

Push invoices to your accounts, with payments flowing back from Xero.

How it works

Invoices that go out right and come back paid

Most late payments are invoices that went to the wrong person or were never followed up. traqR handles both.

From wherever the work is

Invoice from a job, quote or service contract, from a single contract visit, against a client’s purchase order, as the next recurring contract invoice, or from a retention release. Technicians can raise invoices from the field app too. Contract invoices can be scheduled ahead and emailed on their date.

Scheduled

Contract invoices set out ahead and sent automatically on the day.

Retention

Track retention per job and invoice the release.

On site

Raise an invoice from the phone when the job is done.

FAQs

Frequently asked questions

Yes. Overdue job invoices get an automatic reminder the day after they fall due and every seven days after, getting firmer each time. You can also send one by hand.

Yes, through their client portal, once you have connected Stripe. The invoice email includes a view and pay link for portal clients.

Invoices are pushed to Xero, payments recorded in traqR are sent automatically, and Xero sends status and payment updates back.

Yes. There are progress claim and final account layouts, retention is tracked per job, and releases can be invoiced.

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