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Invoices & Billing
Invoices your customer actually reads.
Invoicing in SalesThumb is a one-tap transition from job-done to money-in. Convert any approved quote to a branded invoice, adjust if scope changed, and send a pay link over SMS or email. Your customer opens it on their phone, pays by card, and the invoice ties back to the quote, the deposit, and the appointment. Paid invoices push one-way into QuickBooks Online with a tap, the matching customer created automatically. No more Venmoing yourself from the customer's iPhone while the install waits. You do the work, we collect the money, your paid invoices land in QuickBooks.
No credit card
Cancel anytime
app.salesthumb.com/invoices/INV-01310
Features, zoomed in
The parts that actually move the needle.
Three capabilities built specifically for the day-to-day of a working shop.
Deep dive · 01
From quote to invoice — zero re-entry
The invoice editor inherits every line from the approved quote. Deposits are pre-credited. Tax is recomputed against the current rate. The invoice number increments per shop so your bookkeeper sees a clean, gap-free series. One workflow, from quote to invoice to paid receipt.
- Deposit auto-credited on conversion — balance reflects what's actually owed
- Auto-numbered, gap-free series per shop
- Per-line tax on every line item
- Tied back to the originating quote and appointment
app.salesthumb.com/invoices/INV-01310
Invoice INV-01310 · Priya M.
2023 CX-5 · from quote Q-1247 · due on receipt
Line items
ItemQtyUnitTaxLine
Ceramic IR · Front 21$249$20.54$269.54
Ceramic IR · Rear 51$449$37.04$486.04
Windshield · 80% ceramic1$139$11.47$150.47
Old film removal1$60$4.95$64.95
Send pay linkPDFMark paid
Totals
Subtotal$942.00
Tax (8.25%)$74.00
Total$1,016.00
Deposit · card−$291.30
Balance due$724.70
PDF · INV-01310.pdf
Sent Apr 18Deep dive · 02
The invoice your customer taps once
Most of your invoices get read on a phone while standing next to their car. SalesThumb's customer pay page is designed for that moment — brand-stamped, mobile-first, with card payment above the fold, and a choice to pay the full balance or a custom amount. One tap, receipt texted automatically, invoice marked paid, ready to push to QuickBooks with a click. No login required, no app install, no "how do I pay this?" text.
- Card payment above the fold on mobile
- Pay the full balance or a custom partial amount
- Receipt texted automatically after a successful payment
- Status auto-updates on your dashboard (Sent → Partial → Paid)
pay.salesthumb.com/INV-01310
9:41••• 5G
M
Sample Shop LLC
Invoice INV-01310
Balance due
$769.70
$291.30 deposit credited
Pay full · $769.70
Custom amount
Card number
MM/YY
CVC
Secure checkout · receipt texted after payment
Receipts auto-sent to your phone
Deep dive · 03
Split payments, no spreadsheet
Deposit $200 at booking, $500 cash when the tech starts, $500 card at pickup. Every tender lands on the same invoice with method, staff member, and timestamp. Balance auto-recomputes. No reconciliation dance at end of day — your dashboard already shows the correct total and the invoice already says "Paid in full."
- Unlimited tenders per invoice
- Card, cash, check, ACH, financing — all logged
- Per-tender staff attribution (who took the payment)
- Automatic balance tracking — no more "wait, what did they still owe?"
app.salesthumb.com/invoices/INV-01310/payments
Payments · INV-01310
3 tenders · fully paid
$1,061 collected / $1,061 billed100%
Deposit · Visa ending 4218
$291.30Alex T.Apr 18 · 4:08 PMProgress after this tender27% · balance $770Cash at check-in
$300.00Dev P.Today · 9:58 AMProgress after this tender56% · balance $470Balance · Visa ending 4218
$470.00Alex T.Today · 11:12 AMProgress after this tender100% · balance $0- Add another tender (card, cash, check, ACH, financing)
Deep dive · 04
QuickBooks invoice push, one click
Push your paid invoices to QuickBooks Online one-way — each posts as a QuickBooks invoice and the matching customer is created automatically if it's new. Click Sync now in Settings → Integrations and your bookkeeper stops re-keying paid jobs. SalesThumb saves the QuickBooks invoice ID back on each record so nothing double-posts. Two-way sync — changes made in QuickBooks flowing back into SalesThumb — is on the roadmap.
- One-way push from Settings → Integrations (Sync now)
- Matching customer created automatically if new
- QuickBooks invoice ID saved back on each record (no double-posting)
- Clear pushed / error result on every run
app.salesthumb.com/settings/integrations/quickbooks
QuickBooks Online · invoice push
Last push 2:04 PM · 12 invoices pushed · 0 errors
Recent pushes
Sync nowINV-01310 · Priya M.
$1,061.00Pushed to QuickBooks2:04 PMINV-01309 · Miguel R.
$529.00Pushed to QuickBooks2:04 PMINV-01308 · Sara H.
$749.00Pushed to QuickBooks2:03 PMINV-01311 · Jenna P.
$329.00Pending — click Sync nowPending
What gets pushed
- Paid invoice, posted as a QuickBooks invoice
- Line items as entered on the invoice
- Matching customer — created automatically if new
- QuickBooks invoice ID saved back on the record
One-way push
Your accountant keeps QuickBooks as the source of truth — no re-keying paid invoices by hand.
Two-way sync (changes in QBO flow back) is on the roadmap.
What's included
The full capability list.
Everything that ships on day one. No feature-gating surprises inside a single plan.
Invoice creation
- One-click quote → invoice (deposits carry, line items lock, number increments)
- Line items with per-line tax, unit price, quantity, discount
- Auto-numbered per shop, gap-free series
- Custom due-date rules (Due on receipt, Net 7, Net 30)
Customer delivery
- Branded PDF — your logo, accent color, footer, terms
- Send over SMS, email, or both — customer picks the link they want
- Pay link opens on the phone with card payment at the top
- Partial payments + split tender (card + cash + check on one invoice)
- Customer portal view — they see all their invoices, paid + unpaid
Accounting & QuickBooks
- Push paid invoices one-way to QuickBooks Online with a click
- Matching customer created automatically if new
- QuickBooks invoice ID saved back on each pushed record
- Cash, check, ACH tracking (manual entry with receipt attachment)
- Sales-tax rates per shop, per vehicle class, or per line item
- Export everything as CSV any time
See every angle
A tour of the screens
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Customer pay page
Mobile-first page with card payment above the fold.
One tap, receipt sent, invoice paid.
pay.salesthumb.com/INV-01310
9:41••• 5G
M
Sample Shop LLC
Invoice INV-01310
Balance due
$769.70
$291.30 deposit credited
Pay full · $769.70
Custom amount
Card number
MM/YY
CVC
Secure checkout · receipt texted after payment
Receipts auto-sent to your phone
Partial payments
Split a $1,200 invoice: $200 deposit → $500 mid-job → $500 final.
Each transaction stamped with method + staff + date.
app.salesthumb.com/invoices/INV-01310/payments
Payments · INV-01310
3 tenders · fully paid
$1,061 collected / $1,061 billed100%
Deposit · Visa ending 4218
$291.30Alex T.Apr 18 · 4:08 PMProgress after this tender27% · balance $770Cash at check-in
$300.00Dev P.Today · 9:58 AMProgress after this tender56% · balance $470Balance · Visa ending 4218
$470.00Alex T.Today · 11:12 AMProgress after this tender100% · balance $0- Add another tender (card, cash, check, ACH, financing)
Branded PDF
Logo-stamped PDF with your brand color, footer, and terms — regenerated fresh every time a customer opens it..
app.salesthumb.com/invoices/INV-01310/pdf
INV-01310.pdf · page 1 / 1
−100%+
Sample Shop LLC
4412 W 6th St · Austin, TX 78703 · (512) 555-0199
M
Billed to
Priya M.
2023 Mazda CX-5 · plate 8RKJ291
Invoice
INV-01310
Apr 20 2026
DescriptionQtyAmount
Ceramic IR · Front 2 windows1$249.00
Ceramic IR · Rear 5 windows1$449.00
Windshield · 80% ceramic1$139.00
Old film removal1$60.00
Subtotal$942.00
Tax (8.25%)$74.00
Deposit paid−$291.30
Balance due$724.70
Thank you for choosing Sample Shop LLC. Warranty covered on all ceramic installs for 10 years.
QuickBooks invoice push
Push paid invoices one-way to QuickBooks Online with a click — the matching customer is created automatically..
app.salesthumb.com/settings/integrations/quickbooks
QuickBooks Online · invoice push
Last push 2:04 PM · 12 invoices pushed · 0 errors
Recent pushes
Sync nowINV-01310 · Priya M.
$1,061.00Pushed to QuickBooks2:04 PMINV-01309 · Miguel R.
$529.00Pushed to QuickBooks2:04 PMINV-01308 · Sara H.
$749.00Pushed to QuickBooks2:03 PMINV-01311 · Jenna P.
$329.00Pending — click Sync nowPending
What gets pushed
- Paid invoice, posted as a QuickBooks invoice
- Line items as entered on the invoice
- Matching customer — created automatically if new
- QuickBooks invoice ID saved back on the record
One-way push
Your accountant keeps QuickBooks as the source of truth — no re-keying paid invoices by hand.
Two-way sync (changes in QBO flow back) is on the roadmap.
Invoice inbox
Unpaid / partial / overdue / paid — filter and search in one screen..
app.salesthumb.com/invoices
Invoices
42 this month · $38,124 billed · $34,891 collected
All42Unpaid5Partial3Overdue1Paid33
- INV-01313Unpaid2h$879.00
Miguel R.
22 F-150
- INV-01312Partial4h$1,199.00
Alex T.
24 Model Y
- INV-01310PaidToday$1,061.00
Priya M.
23 CX-5
- INV-01305Overdue9d$449.00
Jenna P.
24 CR-V
- INV-01304Paid1d$851.00
Ryan C.
20 A4
- INV-01301Paid2d$749.00
Sara H.
23 Outback
Lifecycle timeline
Every invoice state transition — drafted, sent, partially paid, paid — on a single per-invoice timeline..
app.salesthumb.com/invoices/INV-01310#timeline
INV-01310 · lifecycle
3 days · 5 events · 100% collected
Draft
Sent
Partial
Paid
Event log
Paid in full
Today · 11:12 AM$470 card · balance $0 · INV marked paid · Alex T.
Cash payment $300
Today · 9:58 AMReceived at check-in · Dev P.
Invoice sent via SMS
Yesterday · 4:12 PMPay link texted to Priya M. · Alex T.
Deposit $291.30 applied
Apr 18 · 4:08 PMCarried from quote Q-1247 · System
Invoice created from quote
Apr 18 · 4:08 PMQ-1247 → INV-01310 · Alex T.
Who it's for
Built specifically for…
- Shops still sending PDFs attached to Gmail messages
- Owners who've ever Venmoed themselves from the customer's iPhone
- Anyone whose customers "forgot" to pay and came back months later for warranty
- Tint shops that take deposits by Zelle and final by card and lose track
- Accountants who need clean QuickBooks data, not a month-end cleanup
What it replaces
The old way…
- Venmo / Zelle / Cash App screenshots for every payment
- PDFs attached to emails that land in spam
- Paper receipts you photograph and file in a drawer
- "Send me a screenshot when it goes through"
- Month-end QuickBooks reconciliation marathons
How it works
Set it up once. Run it forever.
- 1
From quote to invoice, one tap
No re-entry. Deposits carry over, line items lock in, and the invoice number increments per shop.
- 2
Send a pay link
SMS or email — customer clicks, pays, done. Sent, partial, and paid transitions are logged on the invoice timeline.
- 3
Push to QuickBooks
Card payments hit the invoice. Cash, check, or ACH get a manual entry. Paid invoices push one-way to QuickBooks Online with a click — the matching customer is auto-created.
What this looks like in a shop
You finish a $1,200 ceramic coating. The quote was approved two weeks ago with a $200 deposit. You tap Convert → the invoice appears pre-populated with the quote lines and $200 already credited. Balance due: $1,000. Text the pay link. She taps to pay. Push it to QuickBooks with a click.
Questions
Good to know.
- Can I customize the invoice layout?
- Yes — upload a logo, pick an accent color, choose one of three templates, and add custom footer text per shop.
- What about sales tax?
- Set tax rates per shop, per line item, or per vehicle class. Sales-tax reports roll up by month with state/county breakdowns and export to your accountant.
- How does the QuickBooks integration work?
- It's a one-way push: connect QuickBooks Online with per-shop OAuth, then push your paid invoices to QuickBooks with a click (Settings → Integrations → Sync now). Each posts as a QuickBooks invoice and the matching customer is created automatically if it's new — so your bookkeeper stops re-keying paid jobs. Two-way sync (changes in QuickBooks flowing back) is on the roadmap.
- Can I void an invoice?
- Yes — voiding marks the invoice VOID and blocks any further payment collection against it. It doesn't automatically refund a payment already taken; issue a separate refund on that payment if money needs to go back.
- Can one invoice be paid with multiple methods?
- Yes. A $1,200 invoice can be $200 deposit via card, $500 cash at pickup, and $500 card on the balance. Every tender is logged with method, date, and the staff member who took it. The invoice is only marked paid when the balance hits zero.
- Do I need my own payment processor account?
- Yes — you connect your own account. The money flows to your account, then to your bank. We never touch your funds. Our platform fee is on top of your processor's normal rates, always disclosed at payment time.
Fits in with
Works with your stack
Pa
Payment processor
Card payments
Qu
QuickBooks Online
One-way paid-invoice push
Re
Resend
Branded email delivery
Tw
Twilio
SMS pay-link delivery
Re
React PDF
Branded invoice document generation
Explore more
Pairs well with
Quotes
Build a quote from real line items — services, film, parts, fees — send it, and the customer approves with a drawn signature and a card deposit on their phone. No account needed on either side.
Learn more
Payments
Accept cards online with a one-click pay link in SMS or email. Partial payments, deposits, refunds — all handled. All-in card rate as low as 2.79% + $0.20 per tap on Pro, tier-dependent — visible any time in Reports → Fees.
Learn more
Reports
Revenue, installer performance, per-job material margin, quote-to-paid counts, customer LTV — organized as individual reports you pick from a sidebar, not one mega-dashboard.
Learn more