Invoicing & payments for Contractors | TruTec

Platform / 08 Invoicing & payments

Done isn’t the end. Paid is.

Invoice from the job (deposit, progress or final), get paid online and keep QuickBooks in step, without re-typing a line.

Book a demo See how it works
5 ways to billfrom the accepted proposal: full, deposit, itemized, progress or recurring
Your Stripecustomers pay online straight into your own Stripe account, or by check
QuickBooks Onlineinvoices, edits, voids and payments sent automatically, on your own terms and tax codes
26 weeksof cash forecast: invoices coming due, overdue money and won work not yet billed
Bill from the job

01 · Bill from the job

Invoices from the proposal. Not from scratch.

Every accepted proposal has a Billing tab with the contract, deposit, what’s been invoiced and what’s left. Pick what to bill and the invoice builds itself.

The Oak Hollow Plaza billing tab: 30% deposit, invoices so far and what to bill next

Bill from the proposal

Full, deposit, progress or recurring invoices from the accepted proposal.

Tax and terms carried over

The proposal’s tax and payment terms land on the invoice.

One number end to end

Estimate, proposal and invoice share one document number.

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Who owes you

03 · Who owes you

Collected, outstanding, overdue. One page.

See what’s been paid, what’s out, what’s late and what’s still in draft, plus the won work you haven’t billed yet.

The TruTec invoices page: collected, outstanding, overdue and draft
Money owed to you by how late it is

Who owes you

Collected, outstanding and overdue on one page.

Ready to bill

Won work you haven’t billed yet.

Cash ahead

A forecast of the cash coming in over the coming months.

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QuickBooks

04 · QuickBooks

Your books, already done. QuickBooks Online, in sync.

Connect QuickBooks Online and every invoice, edit, void and payment goes over on its own, matched to your customers, your terms and your tax codes.

The paving company owner at the finished Oak Hollow Plaza lot with the invoices paid in full on his laptop

Your books, already done

Invoices, edits, voids and payments go to QuickBooks Online on their own.

Matched, not guessed

Customers are matched, and unclear names are flagged for you.

Your terms and tax codes

Due dates and tax land the way your accountant set them up.

08.4
And more

Plus 30+ more, built from what contractors asked for. See them on a demo.

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The platform

One platform

Invoicing is one step. The job runs on, on the same record.

01CRM & lead pipelineEvery lead and follow-up 02AI takeoffsAerials and plan sets 03EstimatingPriced from your recipes 04Proposals & e-signSigned online 05Scheduling & dispatchEvery crew on one board 06Crew appClock-in, checklists, photos 07Timesheets & job costingPayroll-ready hours 08Invoicing & paymentsPaid online, in QuickBooks

See Invoicing run on a real job of yours. 45 minutes, live.

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FAQ

Common questions.

Something else? Talk to a human or book a demo

Into your own Stripe account. You connect it through Stripe’s own sign-up, and customers pay you directly.
Yes. They get a printable invoice with your remit-to address, and you mark it paid when the check arrives, and QuickBooks follows.
Yes, QuickBooks Online. Invoices, edits, voids, payments, customers, your terms and sales tax codes go from TruTec to QuickBooks automatically.
Yes. Set the deposit percentage on the proposal and bill it from the Billing tab; the dollars and the tax work themselves out.
Yes. Recurring invoices go out on a cycle through Stripe, each one emailed for the customer to pay.
Yes. Their portal shows amount due, past due and paid, with Pay now on every open invoice.