Feature · Billing

Invoicing & Payments.

Invoices generated from completed visits. Auto-pay charges on close. Late fees and card processing fees apply themselves. Client pays from a link; money lands in your account; QuickBooks Online stays clean.

On close
Auto-invoice trigger
Stripe
Cards + ACH
2-way
Optional QBO sync
Invoice · generated on visit close
Diagram
INVOICE · #1188Bayview Estates · monthlyMonthly service$165.00Chlorine · 4 lbs$28.00Cyanuric · 2 lbs$14.00Filter clean$45.00Total · auto-pay$252.00→ paid · synced to QBOSTEP 1Visit closesSTEP 2Invoice generatedSTEP 3Auto-pay runsSTEP 4Books synced
Invoice · generated on visit close
Line items from the visit, chemicals at cost, paid online
On close
Auto-invoice trigger
Stripe
Cards + ACH
2-way
Optional QBO sync
How it works

Three steps. That's the whole thing.

Built for pool service operators, not software people. Open it, get to work, get paid. Every screen earns its place.

Invoice · generated on visit close
INVOICE · #1188Bayview Estates · monthlyMonthly service$165.00Chlorine · 4 lbs$28.00Cyanuric · 2 lbs$14.00Filter clean$45.00Total · auto-pay$252.00→ paid · synced to QBOSTEP 1Visit closesSTEP 2Invoice generatedSTEP 3Auto-pay runsSTEP 4Books synced
Step 1

Visit closes.

The tech taps "complete." PSS pulls the visit details and builds the invoice.

Assign, save, done
SELECTED STOPS14118 Bayview Dr222 Greenway Ct39 Lakeview Ter4312 Palm CtASSIGN TOAAAndre AlvesNorth loop · 8h capacitySERVICE DAYMoTuWeThFrSave routeOptimized order · drive time −22%
Step 2

Invoice sends.

Email or SMS to the client. If auto-pay is on, Stripe runs the saved card immediately.

QuickBooks sync · account mapping
PSSvisits · invoices · clientsAccountingledger stays cleanPush invoices + paymentsPull clients + statusTWO-WAY SYNCNo re-keyingRuns on a schedule
Step 3

Books stay clean.

Two-way sync with QuickBooks Online (optional). No re-keying, no end-of-month catch-up.

Key benefits

What it does for the business.

Outcomes pool service operators tell us matter — and the specific capabilities behind each one.

01
Generate invoices from completed visits
Invoice from visits
Completed visits become invoices.
02
Auto late fees · flat or %
Automatic late fees
Flat or percentage, applied for you.
03
Processing fees · pass on or absorb
Processing fees
Pass them on or absorb them.
04
Online payments via Stripe
Online payments
Clients pay by card or ACH via Stripe.
05
Payment tracking + overdue balances
Payment tracking
See what’s paid and what’s overdue.
06
Speed up billing and reduce admin
Faster billing
Less admin at the end of the month.
Who it's for

Built for the way pool pros work.

The two operating roles that get the most value out of Invoicing & Payments — and how each one uses it day to day.

Use case

Office handling client invoicing

Multiple clients, multiple invoices — one billing engine, no re-keying.

Use case

Owner watching cash flow

See invoice status and payments in one place; chase only what needs chasing.

FAQ

Frequently asked questions.

The answers most pool service operators ask before they get started. Have another? Reach out — a real human will get back to you.

How are late fees applied?
Are there per-transaction fees on Stripe?
Do I have to use QuickBooks?
See it in a dedicated demo

Ready to see Invoicing & Payments run your day?

A live demo with someone who knows pool service. No slides, no theater — just the product, on your operation.

See it in a dedicated demo

Ready to see Invoicing & Payments run your day?

A live demo with someone who knows pool service. No slides, no theater — just the product, on your operation.