MONEY & PURCHASING

Invoices & receivables

Preview, send, resend and track invoice balances.

Preview the workflow Open workspace

Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.

Technician presenting a payment screen to a customer — Invoices & receivables · connected to the work behind the record

A PRACTICAL EXAMPLE

Completed work ready to bill.

Click each step to see the information your team brings in, the review they make and the record they keep.

crewTendInteractive product preview · sample data

Connected work record

Prepare the record

Completed work ready to bill

Customer
line items
tax
due date
terms and payment configuration

Prepared for the field

What your team captures

Customer, line items, tax, due date, terms and payment configuration.

What your team does

Choose a layout, preview totals and review before sending.

What stays connected

A trackable invoice with its balance and payment history.

Try all 10 invoice layouts Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with completed work ready to bill. Choose a layout, preview totals and review before sending. The result is a trackable invoice with its balance and payment history.

What needs to be configured?

Set up the company, user roles and relevant customer or job records. Review the workflow with sample data before your first live use. External delivery, AI and payment actions use your company’s configured services.

Product readiness Ask about setup

Can the whole team use the same record?

Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.

Security & access

THE NEXT STEP STAYS CONNECTED