INVOICING MODULE

Professional Invoicing and Estimates

Generate invoices from completed jobs, create standalone estimates, track payments, and manage customer billing — all from within your CMS. No accounting software subscription, no manual data entry between systems. Service completion flows directly into billing.

From Job to Invoice in One Step

When a technician completes a field service job, the invoicing module pulls in service details, materials used, time logged, and pricing rules to generate an itemized invoice. Line items, tax calculations, and payment terms are applied automatically based on your service catalog configuration.

Estimates and Proposals

Create detailed estimates before work begins. Include service descriptions, pricing breakdowns, terms, and validity periods. When the customer approves, convert the estimate to an invoice with one action — no re-entry of line items.

Payment Tracking

Record payments against invoices: full payment, partial payment, refunds. Track outstanding balances per customer. Integration with the Commerce module enables Stripe-powered online payments directly from the invoice.

Event-Sourced Financial Records

Every invoice, estimate, payment, and adjustment is an immutable LuperIQ ForgeJournal event. The complete financial history of every customer interaction is permanently recorded with cryptographic signatures. No deleted invoices, no backdated changes, no "the numbers don't add up." Auditors see exactly what happened and when.

Pricing Rules Engine

Define complex pricing logic: flat rates, hourly rates, tiered pricing (residential vs. commercial), emergency surcharges, discount rules, and seasonal adjustments. Pricing rules are shared with the service catalog and booking module for consistent quotes across your entire workflow.