Payments & Invoicing
Send the invoice. Get paid. Stop chasing money.
TraxionLab handles invoices, estimates, payment links, subscriptions, and order forms from one place. You stop stitching together three separate billing tools and start collecting revenue directly from the same platform where you manage customers.
What you're dealing with before this exists
You're using three separate tools just to get paid
You send the estimate in one app, the invoice in another, and collect payment through a third. Every handoff is a potential drop. Sometimes the invoice doesn't match the estimate. Sometimes the customer pays the wrong amount. Sometimes you forget to invoice at all because the job is done and it's on to the next one.
Collecting deposits means an awkward in-person conversation or a manual process
For bigger jobs, you know you should be collecting a deposit before you start. But asking in person is awkward, texting a Square link feels unprofessional, and tracking who paid and who didn't requires a separate spreadsheet. So half the time you skip it and cross your fingers.
Recurring clients are paying you differently every month
Your monthly maintenance clients pay whenever they feel like it. Some Venmo you, some mail a check, some pay online. You have no consistent billing cycle and no automated way to collect. Every month is a collection effort instead of automatic revenue.
Everything Payments & Invoicing lets you accomplish
Text-to-Pay via SMS
Send a secure payment request link directly inside a text message. The customer taps the link, enters their card details, and pays from their phone. No invoice PDF, no separate portal, no delay.
In-person contactless payments via mobile app
Accept tap-to-pay in-person transactions through the TraxionLab mobile app using Stripe. Field technicians and mobile service providers can take payment on-site without a separate card reader or POS system. Specific device and processor availability should be confirmed before relying on this for daily operations.
Payment plans with installment scheduling
Split any total into a defined set of installments with automatic charge dates. Clients agree to the schedule upfront, and the charges run automatically without you tracking them manually.
Automated failed payment recovery
When a subscription or recurring charge fails, a workflow fires automatically: an SMS with an updated payment link, a follow-up email, and a final warning before cancellation. Failed payments recover without manual collection effort.
Apple Pay and Google Pay
Customers can pay through Apple Pay and Google Pay on supported checkout pages and payment links via the Stripe integration. Digital wallet payments reduce checkout friction and increase completion rates.
Invoices and estimates
Create professional invoices and estimates with your branding, itemized line items, tax configuration, and a direct payment link built in. Send via text or email in seconds.
Subscriptions and recurring billing
Set up automatic recurring charges for monthly clients. Card on file, charge on schedule, automatic receipt. Stop chasing the same clients every month.
Deposits at booking
Require a deposit as part of your booking flow. The appointment only confirms once payment is collected. Customers who have already paid are more likely to show up.
Order forms and checkout pages
Build a checkout page for a specific service, package, or product. Share the link anywhere. Customers purchase directly without calling you.
Products and service catalog
Build a catalog of your services, packages, and add-ons with set prices. Pull from the catalog when creating invoices instead of retyping prices every time.
Transaction history and reporting
See all payments, subscriptions, and outstanding invoices in one place. Know exactly what you're owed and what came in this month without spreadsheet math.
What changes when this is running
Revenue collection built into the CRM
Because payments live in the same platform as your contacts and pipeline, every transaction attaches to the customer record. You can see what a customer has paid, what's outstanding, and what they've purchased, all without switching tools.
Estimates that close themselves
Send an estimate with a built-in payment link. When the customer approves and pays the deposit, the estimate converts to an invoice automatically. The paperwork handles itself.
Questions about Payments & Invoicing
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Payments & Invoicing is one part of the TraxionLab platform. Every plan includes all core features so you can see exactly how the whole system works together before you commit.