CRM with invoicing that actually gets paid
Create quotes, send invoices, and collect payments from the same platform you manage leads.
What is a CRM with invoicing?
A CRM with invoicing combines customer relationship management with invoice generation, payment tracking, and accounts receivable — eliminating the need for separate billing software. ProFlow360 includes professional invoicing in every plan.
Without integrated invoicing
- Jobs close but invoices get created hours or days later — sometimes forgotten entirely
- You toggle between your CRM, a spreadsheet, and QuickBooks to know who owes what
- Chasing late payments means manual email threads with no paper trail
- Payments recorded in one tool don't appear in the other, so reconciliation is a monthly headache
- Customer billing history is disconnected from their service history
With ProFlow360
- Invoice generates automatically when a job is marked complete
- Every customer record shows open balances, payment history, and invoice status side by side with their job history
- Overdue reminders send on your schedule — no manual follow-up
- Stripe payments and QuickBooks sync keep your books current without exports
- One platform from first contact to collected payment
Everything you need to bill and get paid
ProFlow360's invoicing tools are built into the same platform you use to manage leads, schedule jobs, and communicate with customers.
Invoice generation from jobs
Turn a completed job into a professional invoice in one click. Line items, labor, materials, and tax pull directly from the work order — no retyping.
Recurring invoices
Set up weekly, monthly, or custom billing cycles for maintenance contracts and retainer clients. Invoices send automatically on schedule.
Payment tracking and online collection
See every invoice's status — sent, viewed, paid, or overdue — at a glance. Customers pay by card or ACH directly from the invoice link.
Late payment reminders
Automated reminder sequences follow up on unpaid invoices at intervals you configure. Stop chasing checks manually.
QuickBooks sync
Invoices and payments sync to QuickBooks automatically on Professional and Enterprise plans. Your bookkeeper works with clean, reconciled data.
Customer payment portal
Customers get a dedicated portal to view invoice history, download receipts, and pay balances. Reduces inbound calls about billing status.
From closed job to collected payment
Job closes, invoice generates
When a technician marks a job complete, ProFlow360 builds the invoice from job data — customer info, service items, parts, and time. You review and send in under a minute.
Customer pays online
The invoice email includes a payment link. Customers pay by card or bank transfer. Payment status updates in real time across the CRM and your accounting system.
Overdue invoices follow up automatically
If a balance goes unpaid, ProFlow360 sends a reminder on your schedule. You see all outstanding receivables on one screen and can escalate or message customers directly.
Built for service businesses that bill by job
Any service business that completes jobs and sends invoices benefits from CRM-integrated billing. See how ProFlow360 fits your trade.
Invoicing is included in every plan
ProFlow360 starts at $29/month for up to 3 users and 500 customers. Quotes, invoices, and job tracking are available on all plans. Online payments (Stripe) and QuickBooks sync unlock on Professional at $79/month.
Common questions
Questions about ProFlow360's invoicing and billing features.
- Does ProFlow360 CRM include invoicing, or is it a separate add-on?
- Invoicing is included in every ProFlow360 plan starting at $29/month — no add-on required. All plans support quotes, invoices, and basic reporting. Online payments (Stripe) and QuickBooks sync are available on Professional and Enterprise plans.
- Can I create an invoice directly from a job or work order?
- Yes. When a job is marked complete, ProFlow360 generates a draft invoice pre-populated with the customer's info, job description, line items, and labor time. You review, adjust if needed, and send — the whole process takes under a minute.
- How do recurring invoices work?
- You set up a recurring invoice with the billing interval (weekly, monthly, custom) and ProFlow360 sends it automatically on schedule. This works for maintenance contracts, retainer agreements, or any subscription-style service. You can pause, adjust, or cancel a schedule at any time.
- Do customers have to create an account to pay?
- No. Customers receive an invoice email with a payment link. They can pay by card or ACH without creating an account. On Enterprise plans, a full customer portal lets them log in to view invoice history, download receipts, and manage payment methods.
- Does ProFlow360 sync with QuickBooks?
- QuickBooks sync is available on Professional ($79/month) and Enterprise ($149/month) plans via API access. Invoices and payments sync automatically so your books stay reconciled without manual exports. Custom accounting integrations are available on Enterprise.
- What happens if a customer doesn't pay on time?
- ProFlow360 sends automated late payment reminders at intervals you configure — for example, 7 days, 14 days, and 30 days after the due date. You can view all overdue invoices in a single receivables dashboard and send a direct message to the customer from the same screen.
Ready to connect your CRM and invoicing?
Start a 14-day free trial. No credit card required. Full access to invoicing, job tracking, and the customer pipeline from day one.