Invoicing & Payments
Send Invoices & Get Paid in One Click
SteadyOps invoicing lets contractors create invoices from CRM deals, accept Stripe payments, set up recurring billing, and track expenses. From $49/mo.
The old way vs the SteadyOps way
The old way
You write invoices manually in Word or QuickBooks after every job. Chasing payments takes hours. Expenses are tracked in a shoebox of receipts. You have no idea what your P&L looks like until tax time.
The SteadyOps way
Invoices generate automatically from CRM deals. Customers pay online via Stripe in one click. Recurring billing runs on autopilot. Expense tracking uses OCR to scan receipts. Your P&L dashboard updates in real time.
How it works
Get started in minutes
Win a deal in CRM
When you mark a deal as won, SteadyOps auto-generates an invoice with the line items, customer info, and payment terms already filled in.
Send with one click
Review the invoice, customize if needed, and send. The customer gets an email with a Stripe checkout link to pay instantly.
Get paid online
Customers pay via credit card, ACH, or bank transfer through Stripe. You get notified the moment payment clears.
Track everything
See outstanding invoices, overdue payments, and revenue trends on your dashboard. Export to QuickBooks or Xero with one click.
Key capabilities
Auto-generate from deals
Invoices are pre-filled from your CRM deal data — line items, customer info, and terms are ready to go.
Stripe checkout links
Every invoice includes a secure Stripe payment link. Customers pay online in 30 seconds.
Recurring invoices
Set up weekly, monthly, or custom billing schedules. Invoices go out and payments process automatically.
Expense tracking with OCR
Snap a photo of a receipt. AI extracts vendor, amount, date, and category automatically.
P&L dashboard
Real-time profit and loss, revenue trends, and aging reports — no accountant needed for day-to-day visibility.
QuickBooks & Xero export
One-click CSV export formatted for QuickBooks or Xero. Keep your accountant happy without double entry.
Real-world scenario
See it in action
The scenario
A plumber finishes a $1,200 water heater install. He marks the deal as complete in SteadyOps on his phone. An invoice is auto-generated and emailed to the homeowner. The homeowner clicks the Stripe link and pays before the plumber leaves the driveway.
The result
Payment collected same-day instead of net-30. No manual invoice creation. No chasing. The revenue shows up on the P&L dashboard immediately.
Invoicing & Payments is included in every paid plan
No add-on fees. No per-feature pricing. Invoicing & Payments is part of the SteadyOps platform starting at $49/mo.
Frequently asked questions
Customers can pay via credit card, debit card, ACH bank transfer, and other methods supported by Stripe. Apple Pay and Google Pay are also available.
SteadyOps does not charge transaction fees. You pay Stripe's standard rates (2.9% + 30 cents for cards, 0.8% for ACH). We don't take a cut on top.
Yes. Add your logo, customize colors, and edit the terms and footer. Pro plan users get full white-label customization.
Try Invoicing & Payments free for 7 days
No credit card. No contracts. No per-user fees. Start using Invoicing & Payments in under 5 minutes.