01
Create the invoice
Keep the scope, customer and balance connected to the job.
Merchant activation pending
SimpliPilot PaymentsFrom invoice to paid.
In one beautifully connected workspace.
Invoices. Secure card and bank checkout. Payment activity.
Keep the whole picture together.
PaymentsExample Service Company
Invoice #1042PATIO INSTALLATION
$9,600.00
Example subtotal · Before taxes and other charges
One customer. One connected record.
THE INVOICE
Ready for the next step.
- Project
- Patio installation
- Invoice
- Draft example
- Subtotal
- $9,600.00
Live merchant activation is pending Stripe Connect clearance. Provider eligibility and setup apply; processing fees are separate from your subscription.
THE PAYMENT WORKFLOW
Less separation. More clarity.
From the customer’s next step to your next accounting review.
02
Share secure checkout
A card or bank checkout, or a payment link, gives customers a clear next step once merchant activation is approved.
03
Follow the money
Review payment activity and payout tracking beside your invoices and accounting records.
Built around the customer record.
Move from estimate to invoice, share a clear payment path, and review activity alongside your native bookkeeping. No separate accounting software is required.
Explore invoicesPowered by Stripe
Merchant activation requires Stripe Connect clearance and eligible setup. Approval and payout timing are not guaranteed. Processing and optional services are separate from subscription pricing.
Stripe Capital financing is eligibility-dependent and subject to Stripe availability and approval.