Invoices
Review Monster's CRM turns a finished job into an invoice in a couple of taps. You send it by text or email, and the customer gets a link that opens right on that invoice, not a login screen or a list they have to dig through.
From there the CRM keeps track of it for you. It knows when the invoice was viewed, what's been paid, and what's still owed, and it can nudge the customer when the due date passes.
A link that goes straight to the invoice
When you hit send, the customer gets a text or email with a link to that exact invoice. They can read it, download the PDF and pay it by card from the same page. Nobody has to remember a password.
You choose per invoice whether they can pay by card. Turn it off and the page simply tells them you'll arrange payment another way.
Reminders that go out on their own
Every new account starts with three invoice reminders already set up: a text and email at one, three and five days past the due date, only while there's still a balance. Each one carries the invoice number, the amount and the link.
You can change the wording, the timing or switch them off in the Automations Center. And from the Invoices list you can tick a few invoices and send a reminder to all of them at once.
- Unpaid invoices flip to Past due on their own
- Reminders stop as soon as the invoice is paid
- Your team can get a heads-up when one is running late
Deposits, numbers and PDFs
If an estimate needs a deposit, approving it raises the deposit invoice for you. When the job is done, the final invoice bills only what's left.
Every invoice gets its own number (INV-1001, INV-1002 and so on) that's never reused, even if one gets deleted. The PDF comes from your own invoice template, which you can design to match your business.
Billed to the business, not the person
When a customer has a company name on their profile, invoices, estimates and receipts are addressed to the company. That's what a property manager or a general contractor expects to see on their paperwork.
In practice
The crew marks a gutter cleaning Done at 2:15. The office opens the job, taps Create invoice, then Send. The homeowner gets a text with a link, opens it on her phone, and pays by card before the truck leaves the street. If she'd forgotten, a reminder would have gone out the morning after the due date without anyone thinking about it.
Step-by-step help for invoices is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Can I send invoices by text message?
Yes. Invoices go out by text, email or both, and the link opens straight to that invoice so the customer can view it, download the PDF and pay.
Does the CRM send invoice reminders automatically?
Yes. New accounts come with reminders one, three and five days after the due date, sent only while a balance is still owed. You can edit or turn them off in the Automations Center.
Can I take a deposit before the job?
Yes. Mark an estimate as needing a deposit, and when the customer approves and signs it, a deposit invoice is raised. The final invoice later bills only the remainder.
Can I customize what my invoices look like?
Yes. Invoices use your own template from Settings, Documents, where you can change the layout, add your logo and choose what the customer sees.
Works well with
Take cards online through your own Stripe account, save cards on file and track every refund.
Customer portalA page with your logo where customers sign estimates, pay invoices, save a card and get receipts.
EstimatesBuild an estimate from your price book, add photos, and let the customer sign to approve it from their phone.
AutomationsRules like "when a job is Done, send a review request" that run on their own, every time.
Invoices comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.