When a job closes, Run a Call drafts the invoice from the job's line items and labor — you review and send. Customers pay by clicking a link.
Three ways an invoice gets created
- Auto-drafted when a job closes (most common). The tech marks the job done and the invoice draft is sitting in the queue, ready to send.
- From an approved estimate — click + Invoice on the estimate to convert.
- From scratch — Invoices → + New Invoice for one-off charges.
Review before sending
Open the draft and check:
| Field | What to check |
|---|---|
| Bill-to vs service address | They're often different (think property managers). |
| Line items and prices | Anything the tech added in the field shows up here. |
| Tax | Set per-line; verify if a line was marked exempt by mistake. |
| Payment methods | Card, ACH, both. Turn off card per-invoice for big-ticket ACH-only jobs. |
| Due date | Defaults from the customer's payment terms; override if needed. |
Send
Click Send. The customer gets:
- An SMS with a short payment link.
- An email with the PDF and the same link.
You'll see Sent on the invoice in real time, then Viewed the moment they open it.
What the customer sees
The link opens a branded payment page. They can:
- Pay by card.
- Pay by bank transfer (ACH) — lower fees, takes a few days to clear.
- Save the card on file for future jobs.
When they pay, the invoice flips to Paid. If they only pay part of it, it goes to Partially paid.
Reminders and overdue
If an invoice isn't paid by the due date, Run a Call sends reminder emails on the schedule you set in Settings → Automations. You can also send a manual nudge any time from the invoice page.
Don't let invoices sit. The Accounts Receivable Aging report (AR aging) is the single most useful weekly check for shops doing $1–10M.
If you need to give money back
Refunds aren't built into the platform today. To refund a paid invoice, issue the refund directly in the Stripe Dashboard and leave an internal note on the invoice so your reporting matches what actually happened.