Send the invoice by text. Get paid before you leave the driveway.
Estimates that turn into invoices with one tap, payment links that go out by text, deposits collected at booking, and recurring plans that bill themselves. Every payment lands on the contact and moves the pipeline.
You tap 'send invoice' from the app.
Customer taps, pays by card or bank on their phone.
Receipt sent. Pipeline card moves to Done.
No chasingBecause a paid, happy customer is the best time to ask.
Cash in, review inWhy this matters for a business like yours
Chasing payment is unpaid work. Sending the invoice from the driveway with a link the customer can pay in twenty seconds means most of them do — before the memory of the job fades. Estimates work the same way: send it, they approve it on their phone, it becomes an invoice.
Because payments live inside your account, they connect to everything else: a deposit holds a booking, a paid invoice moves the pipeline and triggers the review request, an unpaid one triggers a polite reminder. Recurring plans — maintenance agreements, memberships, monthly training — bill automatically.
Payments & Invoicing, in full
- ✓Estimates & proposals — send, get approved with a tap, convert to invoice.
- ✓Invoices by text or email — with a pay link; card, Apple Pay, Google Pay and bank transfer.
- ✓Text-to-pay — a payment link in a text for anything — no invoice needed.
- ✓Deposits on booking — hold the slot with a card or a partial payment.
- ✓Recurring billing — maintenance plans, memberships, packages — charged on schedule.
- ✓Automatic reminders — unpaid invoices get followed up without you asking.
- ✓Products & services list — your price list, so an invoice takes seconds to build.
- ✓Works with your processor — Stripe or your existing merchant account; payouts go to your bank as usual.
From discovery call to live
Connect your processor
Stripe, or the one you already use. Payouts keep going to your bank on their normal schedule.
Load your price list
We enter your services and typical prices so invoices are a few taps from the app.
Send your first one from the app
On the onboarding call. Most people never go back to paper.
What it looks like in three businesses
Estimate for a water heater sent from the van, approved by the customer at work, deposit paid, install booked — all before you've left the street.
Package of six sessions sold as a payment plan; each session books against the package.
Monthly training membership billed automatically; tryout fee collected at registration.
Straight answers about Payments & Invoicing
What are the processing fees?
Standard card processing rates from your processor — SureRelay doesn't add a markup on payments.
Can I take cash or check and still track it?
Yes — mark an invoice paid manually and it flows through the same way.
Do customers need an app?
No. They get a link, tap it, and pay in the browser on their phone.
Related features
Want Payments & Invoicing running by next week?
On Done-For-You we build it from a 20-minute call and show it to you live before it goes on. On Self-Serve it's in your account today.
Usage for calls, texts, emails and AI actions is billed to your card at cost. No contracts. Cancel any time.