ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / BILLING
INVOICES
Send It. Track It. Collect It.
Generate invoices directly from approved quotes, send via email, collect payment online, and track outstanding balances — automatically.
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REVENUE_ENGINEACCELERATED
FROM QUOTESAUTO-GENERATED
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / OVERVIEW
INVOICES
Getting paid shouldn't require chasing clients across phone calls and text messages. Kaching's invoice module auto-generates invoices from approved quotes, sends branded invoice emails, tracks payment status in real time, and flags overdue invoices automatically. Your accounts receivable is always current — with no manual work.
ANATOMY_LEGEND
01
SPEC_ID_01Auto-generated from approved quotes — zero double entry
02
SPEC_ID_02Branded invoice PDF with your company details
03
SPEC_ID_03Online payment collection via Stripe — card and bank transfer
04
SPEC_ID_04Payment status tracking: Draft, Sent, Viewed, Paid, Overdue
05
SPEC_ID_05Automatic overdue reminders sent to clients on your schedule
06
SPEC_ID_06Full invoice history per client contact record
VAULT
NODE_DOCS_V4
FINANCIAL PROTOCOL
Active // Live Sync
MIKE REYNOLDS
124 INDUSTRIAL WAY, OTTAWA
QUOTE #1042
EXPIRES 2026-04-15
SERVICE MODULE
QTYTOTAL
Site Assessment & Logistics
1.0$850.00
Structural Roof Framing — Node_B
1,200$6,200.00
Poly-Membrane Edge Sealing
80.0$1,600.00
Disposal & Cleanup Protocol
1.0$450.00
CLIENT E-SIGNED
DEPOSIT INGESTED
AGGREGATE TOTAL$9,100.00
02 / HOW IT WORKS
THREE STEPS
01
Quote approved → invoice created
The moment a client signs your quote, an invoice is generated automatically with all the same line items.
02
Send and collect online
Client receives the invoice by email with a payment link. They pay by card or bank transfer — you're notified instantly.
03
Track and follow up
Outstanding invoices are flagged on your dashboard. Overdue reminders go out automatically on your configured schedule.
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GET PAID FASTER
Start your free trial today and see how easy it is to use this feature.