Invoices should follow the job, not a blank spreadsheet
When billing lives in a separate tool, details get lost and invoices go out late. infioo keeps contractor invoicing next to appointments, messages, and customer history so drafts start from what actually happened.
How billing works in infioo
- Draft from context - customer and job data are already in the CRM.
- Owner approval by default - financial actions do not auto-send unless you allow it.
- Stripe and PayPal - connect one or both and choose per invoice.
- Agents help, you decide - AI can prepare drafts; you keep the final say.
For trades that bill after the work
Field teams close jobs all day and catch up on paperwork at night. Faster drafts mean fewer unpaid weeks - without giving software a blank check.