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Invoicing and payments

Bill the work you did. Never re-type a ticket.

Completed stops turn into invoices, per job or rolled up at month-end, with your prices, minimums and fuel surcharge already applied.

Invoice INV-2031 · November

Hartley & Cole Law

Paid by card
Console service ×4 (weekly, 4 visits)$192.00
95-gal bin service (4 visits)$140.00
Fuel surcharge (4%)$13.28
Total$345.28

Synced to QuickBooks Online

01

Month-end in minutes

Review totals before anything goes out. Trakro flags missed jobs and missing prices.

02

Paid by card

Clients pay from the invoice email, and the money goes to your own Stripe account.

03

QuickBooks stays in step

Customers, invoices, credits and payments are sent over automatically, never twice.

What you get

Invoicing and payments, piece by piece.

  • Per-job invoices or one monthly invoice per customer
  • Clients pay by card from the invoice email
  • Record checks and cash in a couple of clicks
  • One-way sync to QuickBooks Online, or export a spreadsheet

Invoicing and payments

  • Per-job invoices or one monthly invoice per customer
  • Month-end check flags zero-dollar invoices, missed jobs and missing prices
  • Branded PDF with a 'Pay now' link; card payments go to your own Stripe account

QuickBooks and exports

  • Connect QuickBooks Online and match the customers you already have there
  • Customers, invoices, credits and payments sent over automatically, never twice
  • Spreadsheet export of invoices and payments for other accounting tools

Questions

Owners also ask

More in the FAQ.

Can my clients pay their invoices by card?

Yes. You connect your own Stripe account, and every invoice email includes a secure pay-by-card link. The money goes straight to you, and Trakro adds no fee of its own (Stripe's standard card processing fees apply). You can also record checks, ACH and cash.

Do you work with QuickBooks Desktop?

We sync with QuickBooks Online. If you're on QuickBooks Desktop or another accounting tool, you can export invoices and payments as a spreadsheet.

Do you store credit card numbers?

No. Card payments, both for your Trakro subscription and from your clients, are handled by Stripe, a payment processor certified to the highest level of the card industry's security standard (PCI DSS Level 1). Card numbers go straight to Stripe and never touch Trakro's servers.

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