Contracts & Invoices

Billing that matches how you actually invoice.

Automated invoicing, recurring billing, payment links, late fees, and dunning, configured to your exact billing process, not a fixed template. Reshape the rules yourself in plain English and it is live. Your billing, exactly the way you run it.

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Billing · Northwind Property GroupLive

Contract MSA-2024-17 · net 30

4 records

Item

Amount

State

WO-90377 · completed Friday

Harbour Point · PO 4471

$2,310

Not invoiced

INV-5521

Riverside Plaza

$4,880

38 days · past terms

INV-5540

Riverside Plaza

$1,260

Paid in QuickBooks

Contract renewal

Renews next month

Unpriced

Needs pricing

Revenue that would have slipped, billed today.

The aging invoice goes on the dunning ladder next.

Watcher Agent

Watching

Task

What it checked

A completed job with no invoice

PO 4471 terms allow billing on completion

Invoice drafted against the PO

Action

INV-5562 raised for WO-90377

Line items and photos from the job, pay-by-link attached.

Plain English

Describe the change. It goes live.

Contracts & InvoicesPlain English

2 fields added

SLA response time + site count on the agreement

Pushed to all reps

Live on every new contract going forward

History preserved

Signed contracts stay exactly as agreed

Live in

Shippedno dev, no ticket

Built your way

Everything your finance team would build in Excel, built in.

Batch invoicing, recurring contracts, dunning, late fees, and AR reporting, all native.

One-tap invoicing

Convert completed jobs into branded invoices with line items and photos.

Recurring contracts

Monthly, quarterly, annual: auto-billed, auto-reconciled, auto-renewed.

Online payments

Stripe card, ACH, Apple Pay, Google Pay: one link, all channels.

Late fees & holds

Policy-based penalties and service holds, applied without a human in the loop.

A dunning ladder, not a reminder

Day 3 nudge, day 14 firmer, day 30 to the account owner, day 45 service hold. Each step waits its real interval, survives a restart, and the whole ladder cancels itself the moment payment lands.

Credits & discounts

Loyalty rules, SLA credits, and goodwill adjustments tracked to the penny.

Audit trail

Every change, who edited, what changed, when, stamped and exportable.

Deferred revenue

Annual contracts recognized correctly across months, so month-end close is a check for the finance team, not a rebuild.

AR dashboard

Aging, DSO, collection effectiveness: live, not month-end.

Paid in QuickBooks means paid here

Invoices and bills you pushed to QuickBooks or Xero are polled for their real settlement state and reflected back onto the job that produced them, so nobody chases an invoice the accountant already marked paid.

Collect in the field

Tap to Pay on the tech's phone at close-out, or a pay-by-link on the invoice. The payment posts against the job, not into a separate processor report.

Faster collections

94%

Auto-reconciled

40%

Fewer AR calls

Shaped to your trade

Your business doesn't run like the template. Neither does Fieldproxy.

HVAC

Maintenance contracts that renew and bill themselves.

Facilities

Monthly per-site billing with per-service line items.

Pest Control

Quarterly recurring with AutoPay, no reminders needed.

Integrations

Plays nicely with the tools you already use

QuickBooks Online

Two-way sync for invoices, payments, and customers.

Xero

Same, for Xero shops.

Stripe

Cards, ACH, AutoPay, disputes, all handled.

Native e-sign

Contracts signed on the device, stamped to the record.

Gmail / Outlook

Invoices from your domain, tracked replies.

Slack / Teams

Big-ticket invoice + payment notifications in channel.

AI agents

The AI agents that close the month

Billing is where money quietly leaks. These are the agents that find the leak.

Document Intelligence

Parses the incoming PO, vendor bill or signed contract into the fields the invoice needs, including the terms that decide when you're allowed to bill.

Watcher Agent

Surfaces the expensive silences: a completed job never invoiced, an invoice aging past terms, a contract renewing next month that nobody has priced.

Calling Agent

Runs the reminder and dunning calls on your ladder, and stops the entire sequence the moment the payment clears.

Explore all AI agents →

Close the books before the last job's done.

See a live batch-invoice demo run against your real job data.

Get started See pricing

Also works from ChatGPT, Claude and Copilot in Teams

Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.