Invoicing and Billing

Easily create an invoice, email it to your clients, and get paid online

Administrative work can easily tie up your time and stop you from doing business or getting paid on time. OctopusPro takes away that administrative hassle by managing the process for you from start to finish.

How does it work?

OctopusPro service management software takes you from enquiry, to quote, to booking, to invoice, to paid and closed easily in one smooth process.

Key features

  • Easily convert quotes and bookings to invoices
  • Easily search through and find invoices
  • Easily view all invoices and contact history of clients
  • Process your invoices faster and respond quickly to emergencies
  • Provide historical record of customer email and SMS interactions
  • Make billing and invoicing calls more efficient
  • Setup automated payment reminders and confirmations
  • Detect and merge duplicate payments
  • Enable your customers to pay directly through your website or app
  • Connect all customer enquiries, quotes, bookings, invoices, complaints & payments together
  • Sync your financials with Xero or QuickBooks for integrated accounting, payroll, and reporting

Customize your invoices

Create professional invoices complete with your company logo, payment terms, and client info.

 From estimate to invoice

Save time and get paid faster by automated invoice generation from quote and job update.

Bill anytime, anywhere

With OctopusPro app for iOS and Android, your mobile workers can send an invoice straight from their job site.

Accept credit cards

Receive payment online directly through your website or app by customers and staff .

Automate your invoicing and reminders

Once a booking is underway, wether it has been completed or has just started, you can easily convert it into an invoice and email it to the client to be paid, saving you the hassle of having to create and manage invoices for your bookings. Setup email reminders to be automatically sent out whenever an invoice is overdue, so you never have to worry about sending out invoice reminders ever again.

Multi-currency invoicing

Working internationally? No problem! OctopusPro lets you setup default currencies so you can bill any client in any currency.

Invoice templates

Easily customise the style of your invoices with our simple template designer.

Payment tracking

Keep track of all your client’s billing, payments and invoice status.

Recurring billing

Easily create and manage recurring invoices for recurring bookings & auto-bill your clients so you never go unpaid.

Xero Sync

OctopusPro provides easy integration with Xero online accounting software.

QuickBooks Sync

Sync your data with QuickBooks to better manage your company taxation.

Financial Reporting

Run the numbers with reports summarising your invoicing, payment transactions and timesheets.

Batch Invoicing

Easily send several invoices at once with OctopusPro’s batch invoicing features.

lead conversion estimate booking invoice

OctopusPro mobile workforce booking management system is an integrated online solution for service based businesses of all sizes, with connectivity and integration with leading CRMs and accounting systems.

OctopusPro is designed as the ideal management tool for all mobile or field services, from cleaning, to gardening, mowing, locksmiths, pool care, plumbing, antennas, dog washing, baby sitting, car detailing, removals, skip bins, private tutoring, security, painting, tiling, heating & cooling, solar system installations, pest control, or whatever it may be that your business offers as a service to it’s clients. OctopusPro is also ideal for real estate agents & builders to manage contractors that work on properties they manage.

Growth

Grow your business through optimising resource availability, operational costs & marketing potential with OctopusPro.

Efficiency

Manage more invoices per staff member & increase your online bookings, revenue and profit. 

Profitability

Enjoy the benefits of happier customers & happier staff when you transform your business with OctopusPro.

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