Lead2ProjectGet paid.
Stay on top of it.
Track payment status on every job. Generate a branded invoice PDF and email it with a payment link in one click. Send reminders for anything still outstanding.
Payment Hub
Every job has a payment status.
Record how much was collected, which method they used, and when it was paid. The progress bar shows settlement at a glance — no digging through notes.
Record any payment
Log the amount collected, payment method — cash, check, Venmo, Zelle, CashApp — and the date paid. Supports partial payments too.
Mark as paid in full
One click marks the job settled. The progress bar goes green, the job card updates, and it shows as paid in your financials export.
Set a due date
Assign a payment due date to any job. Outstanding jobs past their due date surface automatically so nothing slips through.
Invoicing
Professional invoice.
Sent in one click.
Generate a branded PDF invoice from the job and email it to your customer automatically. Your logo, your colors, every line item listed cleanly. The PDF attaches to the email so they can save and pay it on their own time.
Peak Pro Roofing
(631) 555-0182
hello@peakproroofing.com
INVOICE
Bill To
Sarah Johnson
sarah.j@email.com
Thank you for your business.
Peak Pro Roofing
Invoice INV-008 — $450.00
Pay securely online
Hi Sarah,
Please find your invoice INV-008 from Peak Pro Roofing attached below.
Payment Due: June 25, 2026
Questions? Call us at (631) 555-0182
Payment Link
Invoice email includes
a pay now button.
If you have a Venmo, Zelle, CashApp, or PayPal link set up, it appears as a prominent pay button inside the invoice email. Customer clicks it and pays directly. No back and forth, no awkward money conversations.
Payment Reminders
Stop chasing payments
by text.
Any job that is unpaid or partial gets a one-click payment reminder. A professional email goes to the customer with the outstanding balance and your payment link. Rate limited to once every 24 hours so you never over-send.
Peak Pro Roofing
Friendly payment reminder
Outstanding Balance
$450.00
Invoice INV-008 · Due June 25, 2026
Hi Sarah, this is a friendly reminder that your payment of $450.00 for your recent service is still outstanding.
Reminder sent · tracked in your outbox
Everything in one payment hub.
All payment tools live on the job card. No separate invoicing app. No chasing people by text.
Know exactly who owes you money.
Set up in 2 minutes. Send your first invoice today.
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