Suprata Suite · Billing & payments

Suprata Invoice

Bill accurately. Get paid sooner.

Suprata Invoice turns jobs, estimates, reservations and agreements into invoices without retyping. Each invoice goes out by email or text with a secure payment link. Statements, credits and tax are handled in the same place.

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Part of Suprata Suite Set up in minutes 7 help articles

What’s included

What Invoice does

14 capabilities, connected to every other module in Suprata Suite.

Creating

5
  • Invoices from jobs, estimates, agreements, reservations or from scratch
  • Time and parts roll up from the job automatically
  • Files, photos and notes attached to the invoice
  • Recurring invoices on a schedule
  • Tax charged where the work was done

Sending and collecting

5
  • Send by email or text with a payment link
  • Customers pay without creating an account
  • Payment status in real time
  • Statements of account for any customer
  • Past-due reminders

Fixing mistakes cleanly

4
  • Close an invoice to lock it
  • Reverse by cancelling or with a credit note
  • Customer credits and refunds with a full trail
  • Tax-exempt customers handled per customer or per invoice

Screens

Invoice at work

Screens from Suprata Suite with made-up sample customers. Click any screen to enlarge it.

An invoice with line items and the total due
An invoice customers can pay online, shown on a tablet

Help center

Learn Invoice step by step

Plain-English guides from the Suprata help center, with the judgment calls that make setup go right the first time.

Creating an invoice — where and how Suprata creates invoices in five different ways, and which path you use changes what gets pre-populated and what you have to fill in. Here's the full… Sending an invoice to a customer Sending an invoice is mechanically a single click, but the choices around theme, terms, and delivery method shape whether the customer pays quickly… Closing, reversing, and reactivating invoices Closing locks an invoice as final. Reversing undoes it — either by cancelling it outright or by issuing a credit note. Suprata picks which one… Customer credits and refunds Credits and refunds are different tools for different problems — credits keep money in the relationship, refunds give it back. Here's when each is… Recurring invoices Recurring invoices generate billing on a schedule — monthly maintenance plans, quarterly retainers, annual licenses. Here's how to set up a schedule… The Job-to-Invoice Chain: From Service Call to Synced Payment How a job becomes an invoice becomes a synced QuickBooks transaction: industry forms attach automatically, time and parts roll up to a draft invoice… Can customers pay online without creating an account? Yes. When you send an invoice email, it includes a public payment link the customer can use without logging in or creating a portal account.

One platform

Part of something bigger

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability.

  • One record. Invoice reads and writes the same customers, jobs and dollars as every other module.
  • Live numbers. Everything it does lands in dashboards and reports right away.
  • Room to grow. Rules, forms, workflows and reports can be customized as far as you need.
See the platform

Works hand in hand with

Suprata PayCards and bank payments through Stripe or USIO, saved payment methods, autopay and refunds. Suprata EstimateProfessional estimates and good-better-best proposals with online approval. Suprata TaxTax categories, tax tables by location, exempt customers and tax reports. Suprata SubscribeService agreements, memberships and recurring billing that charge on schedule.

Suprata Suite

Get Invoice tonight

See which plan includes Invoice on the pricing page, or book a demo and we’ll walk you through it.

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Or call 888-494-4335