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Service — Help running the operation

Payments & Invoicing

Get paid faster, with less chase.

Send invoices that customers can pay in one click. Set up subscriptions and recurring billing. Automate payment reminders. Stop chasing checks. All wired to your CRM, your pipeline, and your accounting.

Why this exists.

Job’s done. You send the invoice. Two weeks later, still no payment. You send a reminder email. Two more weeks, still nothing. You text. They say they’ll pay this week. They don’t. Now you’re three weeks past due, you’ve spent forty minutes chasing, and you’re still not sure when you’ll see the money.

Or you’re on QuickBooks for invoicing, Stripe for payments, your CRM for contacts, and a spreadsheet that ties it all together. The reconciliation takes hours every month. When something doesn’t match, finding the discrepancy means tab-switching across four systems.

Payments & Invoicing is the billing layer integrated into your CRM. Branded invoices and estimates, one-click pay (card, ACH, Apple Pay, Google Pay), recurring billing, automated reminder sequences, tap-to-pay mobile for in-person, Stripe wired to your contacts and pipeline. One system, one place to reconcile.

What you get.

Every Payments & Invoicing engagement includes the following. Custom additions scoped on top if your operation needs them.

  • Branded invoice + estimate templates
  • One-click pay (credit card, ACH, Apple Pay, Google Pay)
  • Recurring billing + subscription management
  • Payment reminder sequences (auto-send when overdue)
  • Tap-to-pay mobile for in-person payments
  • Stripe / processor integration with your CRM
  • Optional: white-label payment portal for clients

Why us for Payments & Invoicing.

We run Payments & Invoicing (or its equivalent) inside our own business. That’s the standard.

We don’t sell systems we haven’t deployed. The Payments & Invoicing setup we use ourselves is what we ship to clients — same quality, same conventions, same handoff materials.

No lock-in.

Run it in your own GoHighLevel account and you own the build outright. Prefer that we host and manage it? It runs on our platform — and either way, your contacts and pipeline data are always yours to export. No lock-in, no hostage situation.

Honest pricing.

Starting at $297 + $97/mo. Quoted to your specifics. We don’t force a higher tier when a lower one fits, and we don’t undercut the quote and then come back for change orders.

Florida-based. Real person. Real place.

Brevard County office. Anthony picks up the phone. Eight years building service-business systems. Five-point-zero on Google.

We teach. We don’t hide the work.

Payments & Invoicing ships with a walkthrough video, a written guide, and a Loom of how to operate it. You learn how it runs, not just that it runs.

What this looks like working.

$297 + $97/mo

Setup (integration + branding) plus managed monthly. Often included in higher retainers.

30–50%

Typical recovery rate on overdue invoices from automated reminders that would otherwise need to be chased manually or written off (industry benchmark).

One system

Invoicing, CRM, payments, and follow-up all on the same platform — no Stripe-to-QuickBooks-to-spreadsheet reconciliation.

“They built a system for us that runs whether we’re paying attention or not. Leads get answered, appointments get booked, reviews come in. We stopped losing the ones we used to lose.”

Verified client reviewGoogle · 5.0

Questions about Payments & Invoicing.

Do I have to switch off QuickBooks or my current accounting tool?

No. We integrate with Stripe (and through Stripe, your accounting tool) so transactions sync. You keep your accounting where it lives; the CRM picks up the customer-facing side.

What does ‘one-click pay’ actually mean?

Customer gets the invoice as an email or SMS link. They click. The payment page is branded, the amount is filled in, and they can pay with card, ACH, Apple Pay, or Google Pay. No login, no account creation.

How do automated reminders work?

When an invoice goes overdue, a sequence fires automatically — email at 3 days, SMS at 7, second email at 14, etc. You configure the timing and tone. Customers respond before you ever have to call.

What’s the processor cost?

Stripe’s standard rates apply (currently 2.9% + 30¢ for cards, 0.8% for ACH capped). We don’t mark those up. The $97/mo is the platform integration, not processing fees.

Get a quote.

15 minutes on Zoom. We’ll scope Payments & Invoicing to your operation and tell you exactly what it’ll cost, what it’ll do, and when it’ll go live. If a different service or Business Autopilot would fit better, we’ll tell you that too.