Guide

How to automate invoicing and get paid faster

Generate the invoice directly from the completed job, send it by text with a pay-by-card link, and let automatic reminders follow up on anything unpaid. Revenue Sol's quotes and invoicing start at $99/month, with card payments and text-to-pay included from $199/month.

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Supported connections

QuickBooks OnlineStripeTwilioRingCentralRetell AIGoogleMetaSendGridWebsite Widget

Availability and setup requirements vary by plan and provider account.

The building blocks

What actually speeds up getting paid

Getting paid faster isn't about chasing harder — it's about removing every unnecessary step between finishing the job and the money landing in your account.

Invoice from the job

Generate an itemized invoice directly from the approved quote or completed job — no re-entering line items.

Text-to-pay links

Send a secure payment link by text; the customer taps it and pays by card in seconds.

Pay on the spot

Collect card payments in the field or remotely, so the job is paid before you've even left.

Recurring billing

Set up recurring invoices for maintenance plans and service contracts so billing runs on autopilot.

Automatic reminders

Unpaid invoices get a polite automatic nudge after a few days — no awkward follow-up call required.

Deposits & partial payments

Collect a deposit upfront on bigger jobs and the balance when the work is complete.

Step by step

From completed job to paid invoice

1

Job gets completed

The work is done and the approved quote is ready to become an invoice.

2

Invoice generates instantly

An itemized invoice is created from the job — no manual re-entry of line items.

3

Text-to-pay goes out

The customer gets a secure payment link by text and pays by card in seconds.

4

Reminders handle the rest

If it goes unpaid, an automatic reminder follows up so you don't have to chase it.

Why manual invoicing costs you more than time

Every hour between finishing a job and sending the invoice is an hour the customer has to forget about it, get busy, or simply lose the paper invoice you left behind. Then, once it's sent, waiting for a mailed check or a bank transfer adds days or weeks — and following up on an unpaid invoice is a task most owners put off because it feels awkward.

Automating the flow fixes all three delays. Generating the invoice straight from the job means it goes out the same day, with nothing re-typed. A text-to-pay link means the customer can pay by card in seconds instead of writing a check. And an automatic reminder means you never have to make that follow-up call yourself — the system does it politely, on schedule, every time.

Revenue Sol builds this into the CRM: quotes and invoices are part of the $99/month Starter plan, and card payments, text-to-pay, and automatic reminders are included together on the $199/month Professional plan. Card processing runs through your connected Stripe or Square account, and recurring billing is supported for maintenance plans and service contracts.

FAQ

Frequently asked questions

Generate the invoice directly from the approved quote or completed job instead of building it from scratch, send it immediately by text with a pay-by-card link, and set an automatic reminder if it goes unpaid after a few days. Revenue Sol does all three, with card payments included on the $199/month Professional plan.

The biggest lever is removing steps between finishing the job and the customer paying: invoice immediately (not days later), send a direct pay link instead of requiring a mailed check, and make paying by card as easy as tapping a text link.

Text-to-pay sends a customer a secure payment link by text message; they tap it and pay by card on a hosted checkout in seconds — no cash, check, or card reader needed. It's the fastest way to collect payment on an invoice sent from the field.

Yes — most unpaid invoices aren't disputes, they're just forgotten. A polite automatic reminder a few days after an invoice goes unpaid recovers a meaningful share of that revenue without an awkward phone call from you.

Yes. Revenue Sol supports deposits and partial payments by text link, so you can require money upfront on larger jobs and collect the balance when the work is done.

Creating quotes and invoices is part of the $99/month Starter plan; card payments, text-to-pay, and automatic payment reminders are included together on the $199/month Professional plan.

Stop chasing payments

Text-to-pay and automatic reminders are included on the $199/month Professional plan.

Product evidence

Inspect the workflow before you buy

No invented customer stories or performance promises. Use the live demo to evaluate the actual product and decide where automation fits your team.

See the full workflow

Explore how an inquiry moves from conversation to contact, booking, estimate, invoice, payment, and review request.

Use one customer record

Calls, messages, appointments, jobs, and billing activity stay connected to the same CRM record.

Keep people in control

Configure business rules, approval points, and human handoff for conversations that should not be automated.

Core CRM plans start at $99/month. AI Employee availability begins on Professional. 14-day trial for approved, verified businesses. Facts last verified September 4, 2026.