Accepted quote becomes invoice. Customer pays online via Stripe. Webhook reconciles. QuickBooks or Xero pulls it overnight. Your team chases ten percent of what they used to.
WITHOUT vs WITH
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
✓
Auto-generated from the accepted quote — 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
AUTO-INVOICED
The moment a customer accepts a quote, the invoice generates: same line items, same VAT, same totals, your branding. PDF goes to the customer’s portal and email; payment terms and late-fee policy carry over from the quote. Multi-currency aware so GBP, EUR and USD all work out of the box, country-tax correct.
Auto-generate from accepted quotation — 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
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STRIPE CONNECT
Each installer connects their own Stripe account (Stripe Connect), so payments land directly. Customers pay from the portal — or from a public Pay Now link if they aren’t signed in — and the webhook reconciles the payment to the invoice automatically. Tax is computed per country, failed payments auto-retry, and you get a low-balance alert before your Stripe wallet runs dry.
Stripe Connect — payments land in the installer’s own bank account (Pro plan and later)
Customer pays from the portal, or from a public “Pay Now” link (no login)
Webhook auto-reconciles to the invoice — no manual matching
Failed-payment auto-retry + low Stripe-balance alerts
DEPOSITS & PAYMENT REQUESTS
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
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PAYMENTS DASHBOARD
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. The system sends automatic reminders to customers on a schedule once an invoice goes overdue, so the team’s not chasing manually. Live updates via Stripe webhooks so the dashboard is never working from yesterday’s numbers.
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-webhook updates (Pro plan and later)
MORE INVOICING POWER
Issue full or partial credit against any invoice; system splits the balance into a new invoice automatically.
Public payment page reachable from the invoice email — customer pays without logging in.
Automatic schedule of nudges to customers, plus internal alerts on large unpaid balances.
Warned before your Stripe wallet dips below the next payout threshold.
EXPLORE RELATED
The quote that becomes this invoice — same line items, same totals.
Auto-itemised from survey
SMS or email delivery
Customer accepts in-portal
Branded templates
Every invoice and payment flows to QuickBooks or Xero — bi-directional.
QuickBooks 2-way
Xero 2-way
Tax codes pulled
Real-time webhooks
Customer pack with every cert + invoice, bundled and emailed.
EIC / DNO / handover pack
Branded templates
Audit trail
On-demand re-generation
The customer side — every job, every invoice, every payment, on one record.
One contact per customer
Sites linked to each customer
Notes on jobs
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“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. In addition, the support offered by the staff is unrivalled. Fast to respond to any queries, to maximise the user experience.”
Director, DWM Electrical LTD
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Company number: 15956975