Draft
Invoice · INV-2041
- Source
- Work order WO-5180
- Customer
- Riverside Foods
- Lines
- Labor 3.5 h, parts, price-book items
- Deposit credit
- $250 taken en route
- Approval
- Prebill sign-off pending
- Paid so far
- $250 of $1,180
Invoicing
LiveInvoice from the job,not a spreadsheet.
An invoice drafts from the completed work order with the same price book, line items and customer record. Payment closes it out in the office or in the field.
From the closed job to the bank.
Nothing is copied by hand from a job ticket into a billing screen.
What an invoice carries.
Invoice from the work order
LiveA completed work order drafts its own invoice. Add a one-off item before it invoices.
Deposits, standalone invoices and corrections
LiveBill a deposit or one-off charge without a job, apply a paid deposit as credit, and start a correction from an existing invoice.
Prebill approval
LiveAdjust lines and hold an invoice until the right person signs off.
Field-collected payment
LiveCash, check, card or pay link on site, with the same payment math the office uses.
Also in invoicing
Card payment onlineA hosted payment link closes the invoice when the payment lands. Settled card payments are refunded only after an owner or office user approves.Live
Past-due remindersA suggested reminder held for a person to approve before it goes to the customer.Live
Progress billing on agreementsA schedule of values billed into a draft invoice, with retention held and released. AIA G702 draw schedules are not built.Live
QuickBooks Online syncCustomers, items, invoices and payments, with self-serve connect and first-import approval.Live
Sage IntacctDirect adapter. Today, export and post by hand.On the roadmap
Business CentralDirect adapter. Today, export and post by hand.On the roadmap
Statuses are current as of October 2026.
Straight answers.
Does an invoice use the same pricing as the quote?
Yes. The work order carries the price-book line items it was quoted or scheduled with, and the invoice drafts from that work order, so the number the customer sees matches what they approved.
Can a technician collect payment in the field?
Yes. While a visit is en route, arrived or in progress, a technician can take a deposit by cash, check, card or pay link, and it is credited when the job invoices. After the job, a technician can record payment on the spot and close the invoice.
Can a customer pay an invoice online?
Yes. A customer can pay by card through a hosted payment link, and the invoice closes out when the payment lands.
Does Thermal connect to QuickBooks Online?
Yes. QuickBooks Online two-way sync covers customers, items, invoices and payments, with self-serve connect and first-import approval. Sage Intacct and Business Central are on the roadmap. See QuickBooks Online.
Does Thermal handle retainage billing or multi-state sales tax?
Agreement progress billing is live: a schedule of values billed into a draft invoice, with retention held and released. AIA G702 construction billing and jurisdictional sales-and-use tax are on the roadmap.
Does Thermal own my general ledger?
No. Thermal generates the invoice and hands it to your accounting system. Your GL, payroll and retainage stay where they are.