Workflows

Invoices that send themselves.

Generate from a call. Send. Remind. Track payment. All without you lifting a finger.

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Invoice #INV-1042

Paid

$2,400.00

Halcyon Group · Bank reconciliation 100%

✓ Generated automatically from call
✓ Reminder sent at +3d
✓ Synced to QuickBooks

Auto-generated

Pulls service, parts, labor straight from the call summary.

Sent in your brand

White-label header, your colors, your terms.

One-click pay

Customers tap to pay. Stripe-backed.

Recurring invoices

Service contracts, retainers — auto-billed monthly.

Smart reminders

AI picks the right cadence based on customer history.

Partial payments

Track deposits and balances cleanly.

4.2d

faster paid (avg)

One-tap

customer payment

100%

tracked

Illustrative sample data — not a guarantee of results.

Plays well with everything else

WORKFLOWS

Workflows

Foreman processes invoices, reconciles payments, and flags overdue accounts.

WORKFLOWS

Workflows

Build automation rules in plain English. Overdue reminders. Lead routing. Anything.

MARKETING

Marketing

After every job, Foreman asks for a review at the right moment in the right channel.

Frequently asked

Can I customize the invoice?

Yes — logo, colors, terms, payment options.

Recurring invoices?

Yes, with smart pause/resume rules.

Can customers pay online?

Stripe-backed one-tap. Cards + ACH.

Late fees?

Optional, configurable per customer.

Get paid faster. Without chasing.

Invoices that send themselves.

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