Billing & Finance
Professional invoicing, customer deposits, revenue analytics, and automated billing to simplify your company's finances.
| Invoice | Customer | Date | Amount | Status |
|---|---|---|---|---|
| #INV-1047 | Johnson Residence | Mar 4 | $14,500 | Paid |
| #INV-1046 | Park Commercial | Mar 3 | $22,000 | Pending |
| #INV-1045 | Smith Residence | Mar 1 | $8,750 | Paid |
| #INV-1044 | Lopez Residence | Feb 29 | $16,200 | Overdue |
Invoice Management
Create, send, and track invoices with professional templates — all from one screen. Invoices are auto-generated from completed installations, so billing never falls behind. Track payment status across your entire customer roster and send reminders with a single click.
- Auto-generated invoices from completed installations
- PDF export with your company's branding
- Payment status tracking: Paid, Pending, Overdue
- Batch invoicing for multiple customers
| Customer | Deposit | Last Payment | Status |
|---|---|---|---|
| Johnson Residence | $4,500.00 | Mar 1 ($2,000) | Current |
| Park Commercial | $11,000.00 | Feb 28 ($5,500) | Current |
| Smith Residence | $3,200.00 | Mar 3 ($1,600) | Current |
| Lopez Residence | -$1,800.00 | Feb 10 ($900) | Past Due |
Customer Deposits & Balances
Deposit and milestone-based billing management that keeps every project on track financially. Customers pay deposits and progress payments, and the system handles the rest — tracking balances, alerting on outstanding amounts, and generating receipts automatically.
- Customer deposit and milestone payment tracking
- Automatic balance updates after each milestone
- Outstanding payment alerts for customers and admins
- Payment history and receipt generation
Revenue Analytics
Understand your company's financial health with visual analytics that go beyond spreadsheets. See monthly revenue trends, break down income by system size, crew, or region, and let AI surface billing anomalies before they become problems.
- Monthly revenue trending with year-over-year comparison
- Revenue breakdown by system size, crew, and region
- AI-powered billing insights and anomaly detection
- Exportable financial reports for accounting
Ready to grow your business?
Get a personalized walkthrough and see how SolarBud fits your operation.