CasperPortalFeature · Book jobs & get paid
Invoicing software for small business that makes paying you easy
Invoicing software for small business lets you create and send itemized bills that customers can pay online. CasperPortal sends invoices from the customer's record, supports recurring invoices for maintenance plans and subscriptions, and lets customers pay a deposit or make partial payments toward a larger job.
What you can do with Invoicing
Send online invoices
Create an itemized invoice from the customer's record and send it by email or text with a link to pay.
Recurring invoices
Bill monthly maintenance plans or subscription services automatically on a schedule you set.
Deposits and partial payments
Let customers pay a deposit up front or make partial payments toward a larger invoice.
Convert estimates to invoices
When a customer signs a proposal, turn it into a live invoice instead of retyping the line items.
How Invoicing works
Create an invoice or convert a signed estimate
Send it by email or text
The customer pays online in full or in part
Payment is recorded on their contact record
Who uses Invoicing
Construction Companies
Missed-call text back from the job site, bid pipelines, estimates and invoicing for contractors.
Consulting Firms
Pipelines for long sales cycles, discovery-call booking, proposals and email to your network.
IT Services Companies
Pipelines for service requests and deals, renewal reminders, proposals and invoicing for IT firms.
Invoicing FAQ
Can I send recurring invoices?
Yes. You can set up automated recurring invoices for monthly maintenance plans or subscription services.
Do you support partial payments?
Yes. You can let customers pay a deposit or make partial payments toward a larger invoice.
Can I send an invoice from my phone?
Yes. You can send invoices from the CasperPortal mobile app for iOS and Android.
When should I use text to pay instead of an invoice?
Use text to pay for a quick one-off payment link in a conversation. Use invoicing when you need itemized line items, recurring billing or partial payments.