Invoice on the spot and get paid faster
Create the invoice before you leave the driveway. Customers pay by card, bank or the payment apps you already use, and every payment lands in your own account.
Invoicing and payments in ProRate AI
Invoices and work orders
Line items from your pricebook, with tax, discounts and the work performed.
- ✓ The invoice is checked for missing details before it's sent
- ✓ Customer signatures on the work order
- ✓ Visit and diagnostic fees, credited when a repair is sold if you choose
Online payments
Each invoice has its own permanent pay link.
- ✓ Card and bank payments through your own Stripe or Square account
- ✓ Deposits requested up front, with the balance due later
- ✓ Zelle and payment-app QR codes and tap-to-pay links on the invoice
Every payment recorded
Payments taken in person are recorded too.
- ✓ Cash, check and cards taken outside ProRate, recorded by hand
- ✓ Receipts emailed to the customer automatically
- ✓ Refunds sent through the same processor
Disputes handled
If a customer disputes a card payment, the evidence is ready.
- ✓ Service record, signatures and email history prepared for the response
- ✓ Submit or accept a dispute from the invoice
- ✓ Staff are told when a dispute needs attention
More of what ProRate AI does
Proposals
Good, Better, Best options from your pricebook, accepted and signed online.
Scheduling and dispatch
One calendar, conflict-free booking, reminders and Google or Microsoft calendar sync.
Field technicians
The visit step by step on any phone, from contacting the customer to the invoice.
Customers
Addresses, notes, equipment and history in one place, synced with Google or Microsoft.
Try invoicing and payments with your own business
Set up your company, your pricebook and your team in an afternoon.