Invoices & Payments
Invoices in LeadDuo ServiceHub are tied to the real workflow: jobs, quotes, deposits, reminders, and final payment status.
Creating Invoices
Create invoices manually or start from completed work so billing reflects the real job, customer, and scope instead of another disconnected record.
- •Customer Info
Select or add customer details so the invoice inherits the right billing contact and account history.
- •Line Items
Add services, products, or custom items based on the completed work, approved quote, or office-side billing adjustments.
- •Tax & Discounts
Apply tax rates and discounts while keeping invoice totals aligned with your billing policy and discount limits.
- •Notes
Add payment instructions, proof references, or service notes that help the customer understand what they are paying for.
Sending Invoices
Once the invoice is ready, ServiceHub gives you multiple ways to deliver the same billing record without copying it into another system.
- •Email Invoice
Send the invoice directly so the customer receives the amount due, due date, and payment path in one message.
- •Download PDF
Save or print a PDF version when the customer needs an attachment, approval packet, or offline record.
- •Share Link
Copy the payment link for SMS, portal, or manual follow-up when email is not the best channel.
Collecting Payments
Online payment collection closes the loop between invoice delivery and cash collection instead of forcing the customer to call back or request separate instructions.
- •Credit/Debit Cards
Accept common card types through your connected payment processor with the same invoice record as the source of truth.
- •Instant Confirmation
Get notified when payment is received so the office can stop chasing an invoice that is already closed.
- •Payment Tracking
See paid, unpaid, partially paid, and overdue invoices in one billing queue instead of reconciling from multiple places.
Invoice Status
Invoice status is the operational shorthand for what the office should do next:
📝 Draft
Not yet sent to the customer and still open for internal review or line-item changes.
📧 Sent
Delivered to the customer and currently waiting on payment or follow-up.
✅ Paid
Payment received and the billing record can be treated as closed.
⚠️ Overdue
Past due date and still unpaid, which usually means the reminder or collection workflow should continue.
Payment Reminders
Payment reminders let you keep collection moving without turning every unpaid invoice into a manual chase process:
- • Automatic reminders before the due date to reduce preventable late payments
- • Follow-up reminders after the due date so overdue invoices do not disappear from the workflow
- • Customizable reminder messages that match your billing tone and policy