Invoices & Payments — Optra IQ Field Service Invoicing
Finish the Job. Send the Invoice. Get Paid.
Create estimates, collect deposits, send professional invoices, and accept payments in the field — all from Optra IQ.
From Estimate to Paid Invoice.
- Professional estimates with line items
- Deposit requests before work starts
- Automatic invoice creation on job completion
- Payment links sent via email or SMS
- In-field payment collection
- Partial payments and balance tracking
- Automated payment reminders
- Overdue invoice alerts
- Full payment history per customer
- Revenue reports and exports
#INV-2847
Riverside Properties LLC
Due: Sep 25, 2026 · 4 days overdue
Total Due
$1,991.80
Created
Sent
Viewed
Paid
Line Items
HVAC System Repair
1 × $1,200.00 / job
$1,200.00
Labor (4 hrs)
4 × $120.00 / hr
$480.00
Parts & Materials
1 × $160.00 / lot
$160.00
Every Step of Getting Paid.
Estimate
Create a professional estimate with line items, labor, materials, and markup. Send to the customer for approval.
Deposit
Request a deposit before work begins. Optra IQ can recommend deposit amounts based on customer risk.
Invoice
Automatically create an invoice when the job is completed. Send via email or SMS with a payment link.
Track
See when the customer views the invoice. Track payment status in real time.
Remind
Automatic reminders for unpaid invoices. Escalate overdue balances with configurable follow-up sequences.
Paid
Mark invoices paid and record payment method. Full payment history is saved to the customer record.
Get Paid Faster.
See how Optra IQ's invoicing and payment tools work for your business.