Invoicing & Payments

Invoice. Get paid. Reconcile. All on auto-pilot.

Create an invoice from any accepted quote in a tap. Customers pay online via Stripe. Reconcile against QuickBooks or Xero. Your team chases ten percent of what they used to.
INVOICE SENT · PAYMENT RECEIVEDINV-2026-0142£3,120Sarah SmithSW18 4PQ · EV install7kW Pod-Point£1,200Cable 7.5m£180RCBO + isolator£240Install + cert£980Total£3,120PendingPaidstripePayment confirmedcharge succeededTHIS WEEK£14,200£15,700£16,500£17,320+£3,120 reconciled5 invoices · 4 paid

WITHOUT vs WITH

From bank-transfer chasing to one-tap reconciled.

Without installHUB

✕

Invoice typed up in Word, attached to email

✕

“Bank transfer?” + “Have we received it yet?”

✕

Spreadsheet of who-owes-what, manually chased

✕

Customer overpaid, awkward refund process

With installHUB

✓

Create the invoice from the accepted quote in one tap, no re-keying

✓

Stripe Connect, money in the bank in 1-2 days

✓

Payments dashboard: outstanding, processing, overdue, reconciled

✓

Issue a credit note in two clicks; system handles the rest

CREATE INVOICE FROM QUOTE

Quote accepted? One tap and the invoice is ready.

When you’re ready to invoice, click Create invoice on the accepted quote. The new invoice copies the line items, VAT, totals and your branding, you tweak anything you want before it goes to the customer’s portal and email. Payment terms and late-fee policy come from your settings, so there’s nothing to retype.
Built from the accepted quote in one tap: line items, totals, VAT, all carried over
Status tracking: draft / sent / outstanding / paid / overdue / written off
Currency-aware (GBP, EUR, USD) and country-tax correct
Automatic reminders to customers on overdue invoices
From quote to invoice in one tapYou stay in controlQUOTE Q-2026-0142 · ACCEPTEDSarah Smith · EV install4 line items · £3,120 total · ready for invoiceCreate invoice →You decide when to invoice: same line items, same totals, your branding.INVOICE INV-2026-0142Sarah Smith · £3,120.00Built from the quote · payment terms attachedSend by email →Stripe Pay Now link auto-attached
Connect your account to StripePayments land in your bankPay Sarah’s installAmount due£3,120.00Pay NowPaid in fullYOUR BANK · SETTLEMENTNatWest · ****4421Stripe Connect · your account£3,120 · in flight (T+1)Reconciled against INV-0142FEES BREAKDOWNStripe 1.4% + 20p£44.00Net to bank£3,076.00Pulled into your QBO/Xero feed

STRIPE CONNECT

Customer taps Pay Now. Money lands in your bank in 1-2 days.

Connect your own Stripe account in two clicks and payments land directly, we don’t touch the money. Your customers pay from the portal or a public Pay Now link, by card, Apple Pay or Google Pay. Stripe handles 3DS, fraud checks and bank settlement; you see the funds in your Stripe dashboard and in installHUB the moment they’re confirmed.
Stripe Connect, payments land in your own bank account (Pro plan and later)
Customer pays from the portal, or from a public “Pay Now” link (no login)
Auto-reconciles to the invoice the moment Stripe confirms the charge
Failed-payment auto-retry + low Stripe-balance alerts

DEPOSITS & PAYMENT REQUESTS

50% upfront. Or a card payment for the extra work the field operative just found.

Take a deposit on big jobs before scheduling: percentage of total or fixed amount, paid through Stripe in the portal. Field operative discovers extra work mid-install? Create a Payment Request from the job: customer gets a secure Stripe link, pays in seconds, the system records it against the job.

Deposit invoices: % of total or fixed amount, paid online

System tracks deposit status per job; remaining balance falls due at completion

Ad-hoc payment requests for additional work, Stripe-hosted link

Built on Stripe Connect (Pro plan and later); receipts emailed automatically

Deposits + ad-hoc requestsCard-friendly, audit-cleanDEPOSIT REQUEST50% upfrontSent with the accepted quoteTotal job£3,120.00Deposit due now£1,560.00Balance on completion£1,560.00Paid · 2026-05-13EXTRA WORK CHARGEOn siteCable upgrade 16mm²Spotted on the job · 25m runOne-tap card requestAMOUNT£320.00Charge card →Customer signs · paid before tool-bag closes
INVOICEINV-2026-018412 Maple Avenue · EV charger install7kW charger + installation£1,150.00Cable run · 8m£240.00Consumer-unit upgrade£380.00ADDITIONAL WORKOutdoor isolator + weatherproof box+ £180.00CUSTOMERApproved · just nowSUBTOTAL£1,770.00£1,950.00

ADDITIONAL WORKS

Customer asks for extras mid-install? Capture it, quote it, bill it.

The outdoor isolator the field operative noticed on site. The cable run that turned out to be longer than the survey said. Capture the extra scope as an additional-works request, send a separate quote, and once the customer approves, it folds into the same invoice. Scope creep stops costing you money.

Raise an additional-works request from the job in seconds, no need to create a separate quote from scratch.

Customer reviews and approves the extras in their portal before any work goes ahead.

Approved extras merge into the same invoice, totals update automatically, no parallel paperwork.

Full change-order history per job, so nothing slips through and every penny earned is recorded.

Cash flow at a glanceLive, no spreadsheetsWEEK 21 · 2026-05-18 → 2026-05-25RECEIVED THIS WEEK£0£1,200£3,840£5,520£9,000vs £7,840 last week+£1,160PaidSarah SmithINV-0142£3,120.00PaidJames PatelINV-0138£2,400.00PendingAisha KhanINV-0144£1,680.00OverdueBen AsherINV-0119 · 7 days£1,800.00

PAYMENTS DASHBOARD

One screen for cash flow.

Every incoming payment, every outstanding invoice, every overdue balance, on one page. Filter by status, drill into a customer’s payment timeline, see exactly what’s overdue. Automatic reminders go out on a schedule once an invoice tips overdue, and live Stripe updates mean the numbers are never a day behind.

All payments by status: pending, processing, received, failed

Per-customer payment timeline drill-down

Automatic overdue-invoice reminders sent to customers on a schedule

Live Stripe updates so you see payments the moment they confirm (Pro plan and later)

MORE INVOICING POWER

Everything else your invoicing workflow needs.

Credit notes

Issue full or partial credit against any invoice; system splits the balance into a new invoice automatically.

“Pay Now” public links

Public payment page reachable from the invoice email, customer pays without logging in.

Payment reminders

Automatic schedule of nudges to customers, plus internal alerts on large unpaid balances.

Low-balance alerts

Warned before your Stripe wallet dips below the next payout threshold.

EXPLORE RELATED

Where invoicing & payments fit in the rest of installHUB.

Quoting

The quote that becomes this invoice: same line items, same totals.

Templates & branding

SMS or email delivery

Customer accepts in-portal

Branded templates

Accounting Integrations

Every invoice and payment flows to QuickBooks or Xero, bi-directional.

QuickBooks 2-way

Xero 2-way

Tax codes pulled

Real-time sync

Documents

Customer pack with every cert + invoice, bundled and emailed.

EIC / DNO / handover pack

Branded templates

Audit trail

On-demand re-generation

CRM

The customer side: every job, every invoice, every payment, on one record.

One contact per customer

Sites linked to each customer

Notes on jobs

Search

★★★★★

“installHUB was the perfect solution! With a simple platform and app, you could work through the process, collating the required information as you go, literally saving hours of admin time before and after the install. The support offered by the staff is unrivalled.”

David McTurkDirector, DWM Electrical Ltd
★★★★★

“They took the time to understand our business needs, offering professional advice and recommendations for the appropriate options.”

Steve WrightHead of Operations, Car Charged UK
★★★★★

“installHUB’s software coupled with our affordable EV charging solutions will make the installation process easier than ever before, and we are so excited.”

Tom BloorManaging Director, evec

GET STARTED

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Frequently asked questions

How does installHUB invoicing work?

When a quote is accepted, the invoice is ready in one tap, and customers can pay online with money typically landing in your bank in one to two days.

Can I take a deposit or staged payment?

Yes, you can take an upfront percentage such as 50%, or bill for extra work found on site.

Does it reconcile payments?

Payments reconcile automatically and you see cash flow on one screen.

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©2025 installHUB™ | A product of Khan Soft Ltd
Company number: 15956975