Payments and billing
Every dollar in Suprata starts from the work itself. Estimates become jobs, jobs become invoices, and invoices get paid online, by autopay or at the counter. Then it all syncs to your books.
Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. Buy Suprata Suite tonight and be set up in minutes. Then shape it as far as your business logic, intelligence and workflows need.
How money moves
Nothing is retyped between steps. Each one builds on the record the last one left behind.
Everything you bill and collect
Use what you need today. Everything else is already there when you grow into it.
Send two, three or more priced options on one page. The customer picks, signs online and pays a deposit the moment they say yes.
Good / Better / Best proposals — let the customer chooseThe visual estimate builder — big buttons instead of a long list
Create invoices from jobs, estimates, reservations, agreements and recurring schedules, or on their own. Choose themes, terms and delivery.
Creating an invoice — where and howSending an invoice to a customer
Bill weekly to yearly, ending on a date or after a set number of invoices. Send them as drafts or automatically, with autopay.
Service agreements with templates, terms, e-signature, payment plans, schedules that create jobs and invoices, and renewals.
Fixed recurring fees with no job or space attached, like a membership or a license, paid by autopay.
Deposits are tracked apart from payments and balances. Take a fixed amount, a percentage or months up front, and hold or refund on your policy.
Connect a processor and every invoice gets an online pay link. Saved cards are held by your processor, never on Suprata’s side.
Connecting StripeSaved payment methods — when to use them (and when not)
Bank payments cost much less than cards. Returned payments are detected and recorded with their return codes.
Tax categories and tables, tax by the place the work is done, and exempt customers, with tax reports for your filing.
How tax categories work in invoicingCharging tax where the work is done (tax locations)
See who owes what by age, send statements of account with a pay link, and nudge past-due customers by email or text.
The Aging Report — Who to Chase FirstStatement of Account — Per-Customer Receivables
Full or partial refunds, account credits applied to invoices, and safe fixes when a payment bounces or lands on the wrong invoice.
Refunds and partial refundsWhen a Payment Bounces or Lands on the Wrong Invoice
Turn a front-desk computer into a register with opening counts, drops, blind close and over and short. Marinas use it for fuel and food sales.
Money that needs attention
The Accounting dashboard shows payments the bank sent back, cards that failed, bank transfers still clearing, what is due to charge itself and what you are owed.
Help articles:The Accounting DashboardSetting up ACH and when to prefer itWhen a Payment Bounces or Lands on the Wrong Invoice
Accounting sync
Connect QuickBooks Online or Xero. Suprata sends the records your accountant needs, mapped the way your books are set up.
Help articles:QuickBooks prerequisites — what to do before connectingQuickBooks first sync walkthroughQuickBooks tax code mappingReading the QuickBooks sync report
Reservations and long stays
Each reservation keeps a running folio. Metered power and water, inspection findings, add-ons and credits land on it, and a nightly settlement turns each period into an invoice.
Help articles:The Folio Chain: Meters, Walks, Settlements, and BillingLong-Stay Billing and SettlementsLate Fees Configuration
From the help center
Every capability on this page is documented in the Suprata help center. Start with these articles.
Ready when you are
Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. Start with Suprata Suite on your own tonight, or let our team shape it around the way you work.