Robust Invoicing & Payment Tracking
For Monitoring Revenue
Transform Client Payments:
AI-Powered Invoice/Payments Software for Homebuilders & Remodelers
The CRM can create invoices in QuickBooks automatically by syncing invoice and customer data so your bookkeeping reflects billing activity from the CRM.
This ensures invoices created and sent in the CRM appear in QuickBooks and payments processed in the CRM register there as sales receipts.
Manage Invoices and Payment Tracking from Your Mobile Device
How the CRM platform generate invoices that show up in QuickBooks
The CRM that connects to QuickBooks for creating invoices and tracking payments.
Here's How:
How It Works
- When an invoice in the CRM is marked as sent, a matching invoice is created/updated in QuickBooks.
- Customers are created or updated in QuickBooks based on billable activity (matching by email to avoid duplicates).
- Payments taken through the CRM (card/online) generate corresponding sales receipts in QuickBooks.
- Invoice fields that sync include invoice number, status, dates, customer/billing email, totals, amount paid, line items, discounts, and taxes.
- QuickBooks contacts are imported into the CRM and new contacts sync automatically (may take up to ~5 minutes).
Key Features
- Automated invoice creation – Mark as sent in the CRM → QuickBooks invoice is created/updated.
- Sales receipts for platform payments – Payments processed in the CRM register in QuickBooks.
- Historical import option – You can import existing QuickBooks invoices during initial setup.
- Duplicate prevention – Matching by email reduces duplicate customer records.
Record Large Checks & ACH Invoice Payments
Sync payments to QuickBooks automatically. Invoice and Collect Payment from the Field.
Here's How:
How It Works
- When an invoice is marked as sent in the CRM, a matching invoice is created in QuickBooks.
- Payments made through the CRM generate corresponding sales receipts in QuickBooks.
- Customer records are matched by email to avoid duplicates.
- Only invoices created after the QuickBooks integration is set up sync automatically; historical invoices must be imported.
Key Features
- Record manual check payments – Go to Invoices → Record Payment → Record Manually → choose Check; this records the payment in the CRM.
- ACH / bank transfers – Bank/ACH payments require configuring your payment processor so the CRM can accept them; once processed through the CRM they are recorded under the invoice.
- Sales receipts in QuickBooks – Payments processed or recorded in the CRM (including manually recorded payments) generate sales receipts in QuickBooks.
- No automated confirmations for manual payments – Manually recorded payments do not trigger automated email/text confirmations to customers.
Limits to Know
| Limit | Value |
|---|---|
| Imported invoices sync back to QuickBooks? | No — changes to invoices imported from QuickBooks into the CRM do not sync back |
| Contact sync latency | New QuickBooks contacts may take up to 5 minutes to appear in the CRM |
| Payments recorded in CRM | Payments processed through the CRM create sales receipts in QuickBooks |
| Owner disconnected from day-to-day activity | Daily snapshot delivered automatically |
| LIMITS to KNOW | |
| Item | Note |
| Invoice sync scope | Only invoices created after integration setup sync automatically; enable historical import to bring older invoices in. |
| Processor/amount limits | The KB does not list ACH or large-payment processing limits — check your payment processor for caps and risk/hold policies. |
Note on large check payments: the documentation covers payments taken through the CRM (which create sales receipts in QuickBooks). There is no dedicated workflow for recording external/office check payments so they automatically appear in QuickBooks via the CRM.
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