Create branded, professional invoices in seconds with customizable templates and automatic calculations.
Put a job on a repeating schedule and every visit invoices itself as soon as the work is done.
Accept payments online and in the field with multiple payment options, including credit cards and ACH transfers.
Let your customers pay over time with financing through Affirm and Sunbit while you get paid upfront.
Generate professional invoices quickly with customizable templates, automatic calculations, and the ability to add line items, taxes, and discounts. Convert quotes to invoices with one click and send them directly to clients via email.
For customers you service on a schedule, set the job up once and pick how often it repeats: weekly, monthly, quarterly, or a custom pattern you build yourself. BlueSuite puts every visit on the calendar and creates the invoice the moment that visit is marked complete, so you bill for work you actually did instead of guessing ahead of time. When one visit needs different pricing, customize the line items on that visit alone and leave the rest of the schedule untouched. Turn on autopay and the card on file gets charged for you.
Keep track of paid and outstanding invoices with real-time status updates. Send automated payment reminders to clients and follow up on overdue payments. View payment history and generate reports for better financial tracking.
Integrate invoicing with your entire business workflow. Convert quotes to invoices, track job costs, and manage expenses all in one place. Sync with QuickBooks for seamless accounting and financial management.
Offer your customers financing through Affirm and Sunbit on purchases up to $20,000 with terms up to 18 months. You get paid upfront while your customers split the cost into manageable payments. It removes the sticker shock from larger jobs and helps you win more business.
Yes! BlueSuite allows you to create and customize professional invoice templates with your branding, logo, and preferred layout. You can also add custom fields and notes to suit your business needs.
Billing follows the job rather than living on its own. Create the job, set how often it repeats, and BlueSuite schedules every visit for you. When a visit is marked complete, the invoice for that visit is created and sent automatically. What you bill matches what you actually did, and a rescheduled or cancelled visit never turns into an invoice you have to go clean up. You can also switch off auto invoicing on any recurring job if you would rather bill those visits yourself.
BlueSuite supports multiple payment methods including credit cards, ACH transfers, and mobile payments. Clients can pay directly through the invoice or in person using our mobile payment options. You can also offer consumer financing through Affirm and Sunbit.
BlueSuite integrates with Affirm and Sunbit so your customers can finance purchases up to $20,000 with terms up to 18 months. You get paid upfront while your customers pay over time. It helps you close bigger jobs and makes your services more accessible to customers who need flexible payment options.
Yes, you can track all invoice statuses in real-time, including paid, pending, and overdue invoices. The system also provides payment history and generates reports for better financial management.
Yes, BlueSuite offers seamless QuickBooks integration. All your invoices, payments, and financial data can be automatically synced with QuickBooks for accurate accounting and reporting.
Yes, BlueSuite can automatically send payment reminders for overdue invoices. You can customize the timing and content of these reminders to maintain professional communication with your clients.
Yes. BlueSuite is available on iOS and Android for phones and tablets, so you can create invoices, take payments, and track status on the go.