Field service invoicing software streamlines the invoicing process, allowing you to quickly generate and send invoices, track their statuses, and automatically remind customers about outstanding payments. With invoicing software like Optera CRM, you save time on administrative tasks, letting you focus on completing more jobs.

Here’s how invoicing works with Optera CRM:

• Customizable Invoices: Personalize invoice templates with your logo, branding, and contact details for a professional touch.
• Effortless Job-to-Invoice Transfer: After completing a job, instantly generate an invoice from job details with just one click.
• Multiple Delivery Options: Send invoices to your clients via email, text, or printed copy, ensuring convenience for your customers.
• Automated Payment Reminders: Automatically follow up with customers via email or text for overdue payments, saving time and boosting cash flow.
• Convenient Payment Collection: Collect payments through various methods, including online, in-person, or through cards securely stored on file.

This setup simplifies your billing process and ensures you get paid quickly and efficiently!