Billing & Invoicing
Create accurate invoices in minutes, and collect more revenue with less effort using automated collections
Create invoices in half the time
Essential uses job details, technician summaries, parts, and labor entries to automatically produce accurate draft invoices the moment a job is completed.
Cut down on admin time, and ensure every job gets billed correctly.
Translate prior quotes into invoices with a single click.
Automate collections outreach
Every unbilled job is tracked for you. As soon as a job is completed, a task reminder is created to track invoicing and payment. Quick Actions make it fast to create and send out invoices.
Get paid by billing properly. Each customer in Essential has a Billing Profile with rich information such as payment methods, payment terms, billing information, tax-exemption, and more. These are applied automatically.
See customers with overdue invoices clearly flagged
Stop scheduling more work for customers with outstanding invoices. Essential flags these cases so you can see them clearly.
Integrate seamlessly with accounting
Integrate with your accounting platform to ensure your books stay accurate without double entry.
