Plenum

Send the invoice from the driveway and get paid from a text.

The approved estimate becomes the invoice. The customer opens a link, sees what they owe and pays by card. No account, no password.

Talk to usSee pricing

An estimate, an invoice marked paid with its deposit and balance payments, and a rebate packet, all for one customer, laid out on a desk.

01

From approved estimate to invoice

Line items, prices and the customer carry over from the approved option. Deposits already taken are applied.
  • Built from the approved option
  • Deposits applied automatically
  • Created in the field app or the office
The field app turning a finished job into an invoice.
9:41
Tue, Oct 14
8:00 AM
AC tune-up
Leah Ortiz
10:30 AM
Furnace repair
Tom Alvarez
1:00 PM
Heat pump estimate
Priya Shah
Sample data

02

One invoice, many payments

Deposits, progress payments and the final balance all sit on one invoice, so the balance is always right.
  • Card payments through Stripe
  • Cash and check recorded by hand
  • A receipt for every payment
An invoice in the customer portal with the deposit paid, the balance due and a pay button.
Dana Ruiz
2140 Elm St
No password
Invoice #2087
Balance due
Heat pump install, option 2
$11,800.00
Deposit paid Oct 8
-$1,180.00
Progress payment Oct 16
-$6,440.00
Balance due Oct 20
$4,180.00
Sample data

03

Reminders with the pay link

Send a reminder from the invoice in one click. You can preview exactly what the customer will get first.
  • Reminders by email and text
  • Preview before it sends
  • Send or mark paid in bulk
A customer thread with an invoice reminder that carries the pay link.
Dana Ruiz
(303) 555-0148 · [email protected]
Estimate #1042 is ready: three heat pump options for 2140 Elm St.
Email · Oct 6, 9:12 AM
Signed option 2. Can you install next week?
Text · Oct 8, 11:40 AM
Your install is booked for Thu, Oct 16 at 8 AM.
Text · Oct 8, 11:52 AM
Reply by text or email
Sample data

Questions about invoicing

How is this different from emailing a PDF?

The customer opens a secure link, sees the invoice and pays by card without creating an account. The payment lands on the invoice.

Do you support deposits and progress payments?

Yes. One invoice holds the deposit, any progress payments and the final balance.

What about customers who pay by check?

Record the check on the invoice. It counts toward the balance like any other payment.

What are the card processing fees?

They depend on the payment method and your connected account. Ask us for the rates that apply to your setup.

See a day like yours in Plenum

Tell us about your shop. We will walk through the booking, the route, the phone and the invoice with you.

Talk to usSee pricing