Invoicing

Invoice it. Send it. Get paid.

Create professional invoices on the spot, send them with one tap, and collect payment before the truck's back at the shop. No more chasing checks or waiting 30 days.

Setup in minutes · 14-day free trial · Cancel anytime

Get Paid Faster

Invoicing that works as hard as you do.

One-Tap Invoicing

Build an invoice from scratch or convert an accepted estimate with a single tap. Line items, taxes, and customer details carry over automatically — zero retyping.

Payment Tracking

See the status of every invoice at a glance — Draft, Sent, Viewed, Paid, or Overdue. No more guessing which customers owe you money or digging through email to confirm payments.

Automatic Tax Calculation

Set tax rates per line item or apply them across the board. WorkBoss calculates subtotals, taxes, and totals instantly — accurate every time, no calculator required.

WorkBoss Pay

Get paid on the spot. Or send a payment link.

Accept credit cards, debit cards, and ACH payments right from the invoice. Your customer taps the payment link and pays in seconds — no app download, no account creation.

Funds hit your account within 3 business days. For in-person payments, use the included card reader to swipe, tap, or dip right on the job site.

WorkBoss Pay mobile payment screen showing card payment options and payment link sharing
WorkBoss estimate converting to an invoice with line items and customer details preserved

Seamless Workflow

Estimate to invoice in one click.

When your customer accepts an estimate, turn it into an invoice instantly. Every line item, description, and tax rate carries over. No copy-paste, no mistakes, no wasted time.

Add or adjust line items if the scope changed during the job, then send it while you're still on site. Your customer pays before you pull out of the driveway.

How It Works

From finished job to paid invoice in minutes.

1

Create the invoice

Build from scratch or convert an estimate. Add line items from your price book, set quantities and tax rates. Totals calculate automatically.

2

Send it instantly

Email the invoice or share a payment link via text. Your customer gets a clean, professional invoice with a one-click payment button.

3

Customer pays online

Credit card, debit card, or ACH. Your customer pays directly from the invoice — no app, no account, no friction. You get notified the moment it's paid.

4

Money in your account

Funds deposited within 3 business days. Every payment is tracked automatically — no manual reconciliation, no spreadsheets.

Professional trade tools arranged on a workbench
"We went from 45-day average payment to under a week. I send the invoice from the driveway, the customer pays on their phone, and the money's in my account by Thursday. Game changer."

— Sarah T., Owner, BrightSpark Electrical

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