Invoices & payments

Creating invoices

An invoice built on the ticket, then expanded to the large editor: two lines, live total. Recorded from the real app with demo data.

Invoices build from the same line-item editor as estimates, or convert directly from an approved estimate. Every invoice belongs to a ticket, so the money story and the repair story stay together.

Ways to get paid

• Card at the counter, processed through your connected Square account
• Payment link, text or email the link; the customer pays from their phone
• In the portal, the invoice is payable right on the ticket’s portal page
• Financing, with Affirm connected, customers can split large invoices into monthly payments (big for data recovery and board-level work)
• Cash / external, recorded on the ticket so the books stay complete

BenchKey adds no markup on payments, you pay your processor’s normal rates.

Automatic receipts

When an invoice is paid, any path, the customer automatically gets:

• A receipt email with the invoice PDF attached
• An SMS with the receipt link

This is on by default and configurable in Settings → Statuses & Automations. Nobody remembers to send receipts; that’s the point, they don’t have to.

Deposits and partials

Take a deposit at approval and the balance at pickup; payments accumulate on the invoice and the remaining balance is always visible.

Reconciliation

The register feed shows the day’s transactions, and reconciliation against Square flags any discrepancy between recorded payments and processor activity, so problems surface the same day instead of at tax time.