Invoicing and Payments Built for Tree Care Cash Flow
Invoices that go out late get paid late, and retyping each one into QuickBooks eats office time. ArborDash builds the invoice from the job. When a job is marked complete, open it and click Convert To Invoice. The line items and prices come from the job's services, which carry over from the accepted estimate, and ArborDash offers to email the invoice to the customer as soon as it is created.
With QuickBooks Online connected, ArborDash creates each invoice in QuickBooks when you save it, so the invoice number matches in both places, and edits you save in ArborDash go to QuickBooks too. Payments sync both ways. A payment you record in ArborDash, whether cash, check, card or bank transfer, is posted to QuickBooks. When your bookkeeper enters a payment in QuickBooks, ArborDash shows the new balance and marks the invoice and its jobs paid once it is paid in full. If you use QuickBooks Payments, customers can pay by credit card, debit card or ACH bank transfer from a branded portal that shows the invoice and the amount due.
When a week of jobs is done, Batch Invoice turns the completed jobs you select into invoices in one pass, one per job, and Rollup Invoice combines several jobs for the same customer into a single invoice. Select invoices on the list and click Send Invoice to email them together, each with a View & Pay button. Overdue reminders are opt-in. Turn them on in Settings, choose how many days apart they go and how many to send, and ArborDash emails each customer whose invoice is past due until the balance is paid or the limit is reached. The invoice list also flags overdue invoices with no recent contact, so you can call those customers or email a group of them from a saved template. The dashboard shows open and past-due invoices and your total outstanding, and Reports adds A/R aging, customer balances and a revenue summary.
- Two-way sync with QuickBooks Online
- Card and ACH payments through QuickBooks Payments
- Overdue invoice reminders on a schedule you set
- Batch and rollup invoicing for completed jobs
- Branded customer payment portal
- Payment tracking and aging reports
How It Works
- Complete a job: Once a job is marked complete, click Convert To Invoice on the job page. The invoice is filled in with the job's line items and prices, which carry over from the accepted estimate.
- Review and send: Set the payment terms, add a note or a discount, and email the invoice. The customer gets an email with your logo and a View & Pay button.
- Get paid online: Customers pay by card or ACH bank transfer in your branded portal. ArborDash records the payment and posts it to QuickBooks automatically.
- Automate follow-ups: Turn on overdue reminders and ArborDash emails customers after the due date at the interval you choose. Reminders stop once the customer pays.