Invoicing for people who do the work themselves

Invoice on the spot. Get paid before you leave the driveway.

Build a clean, professional invoice in a few taps, text the customer a link, and take the card right there. Invoice Sidekick is made for independent contractors and small businesses who'd rather be working than chasing paperwork.

Check out Easy Mode! Browse the screens

Guided Easy Mode — five questions and you're done
Card payments on the spot through Stripe
Shareable links, PDFs, email and text — built in
A private portal for every customer

Invoice Sidekick dashboard showing outstanding, overdue, paid-this-month and recent invoices

Easy Mode on a phone, choosing the customer

Waiting to get paid is the quiet killer of small businesses. The numbers:

61%of small business owners regularly struggle with cash flow¹

28.8 daysthe average wait for US small businesses to get an invoice paid²

9 days latehow far past due the average US small business invoice is paid²

2×businesses using online invoice payments get paid up to twice as fast²

The fix isn't complicated: invoice while you're still standing in front of the customer, and make paying a single tap. That's the whole idea behind Invoice Sidekick.

Easy Mode

Five questions. One invoice. No training.

Easy Mode walks you through an invoice one screen at a time — who it's for, what vehicle or job, what you did, any extras, then a review. Big buttons, plain language, and it works one-handed on a phone.

Easy Mode step one: Who is this invoice for? — Step 1 of 5 — search an existing customer or add a new one

CustomerSearch by name, phone or email, or add someone new. The address field autocompletes.
VehicleType or scan the VIN and the year, make and model fill themselves in. Optional — skip it for non-auto work.
WorkAdd parts and services one at a time with quantity, rate and an optional per-line discount. A running total follows you.
ExtrasWhole-invoice discount, tax, a start amount, badges and notes — all optional.
ReviewEverything on one screen. Tap any section to go back. Save, and you're looking at the finished invoice.

Prefer a full form? The standard editor has everything on one page, and you can switch between the two any time.

The invoice

A document your customer takes seriously.

Your logo, your badges, clean totals, and the payment details right where people look for them. Every invoice has a shareable link, a real PDF, and a paid stamp when it's done.

Invoice view — download PDF, share link, email, text, or mark as paid

Line items that do the math

Quantity, rate, and a discount per line in % or dollars. Add discount lines for the whole invoice. Tax is applied after discounts. When every quantity is 1, the Qty column quietly disappears.

Half to Start

One checkbox shows a 50% deposit (rounded up to the dollar) and the balance due on completion. Or type a custom start amount.

Badges and saved notes

Upload certification and warranty badges once, mark your favorites as default, and they appear on every invoice. Keep reusable notes — warranty terms, payment instructions — and drop them in from a menu.

PDF, link, email, text

A real PDF is generated on the server. The public link works without a login and counts views. Email sends from your own address with the PDF attached, after a quick confirmation.

Standard editor: customer, dates, tax and vehicle with VIN first — Standard editor — VIN decodes into year, make and model

Line items with per-line discount and the Half to Start option — Line items, discounts and the start amount

Badges and two note slots with saved-note dropdowns — Badges and two note slots

Get paid in the moment

The best time to get paid is right now.

Send the link while you're still on site. The customer opens it on their phone, sees a clear total, and taps Pay. Card payments run through Stripe, and the invoice marks itself paid the moment the money moves.

💳

Pay now, by card

Connect Stripe with one key. Unpaid invoices get a Pay button on the shared link and in the customer portal. Confirmed on return, backed up by a webhook.

📲

Text it, email it, share it

Every invoice has a public link. Send it by text or email straight from the invoice, or use your phone's share sheet. See how many times it's been viewed.

💵

Cash, check, Zelle, Venmo…

List the payment methods you accept, with details like your Zelle number. They print on every invoice, and the same list fills the Mark-as-paid dropdown.

⭐

Ask for the review while they're happy

Add your Google, Yelp or Facebook review links. The moment an invoice is paid, the customer sees a friendly "How did we do?" with one-tap buttons.

Payment methods accepted settings — Payment methods accepted, with optional details

Customer portal

Every customer gets their own page.

Flip one switch and each customer gets a private link — no password — with their balance, every invoice, their vehicles, and a place to send you photos, videos and paperwork.

Customer portal showing balance due, invoices, documents and photos, vehicles and details — The customer portal — balance, invoices, uploads, vehicles

Balance and history at a glance

Unpaid invoices first, with a Pay button when Stripe is on. Paid ones stay for their records, PDF included.

Their vehicles, remembered

Every vehicle you've invoiced, deduplicated by VIN or plate, with the latest mileage and a link to the last visit.

Photos, videos and documents both ways

Customers can upload a video of the noise or a photo of the leak, with a note. You can upload inspection reports and estimates for them. Big files upload in chunks so they work on shaky signal.

Reviews and contact

Your review links and accepted payment methods sit on the portal too, along with a way to reach you.

Customers & vehicles

Less typing. Fewer mistakes.

Addresses autocomplete as you type. A VIN decodes into year, make, model, trim and engine automatically. Customers are matched by phone or email so you never end up with three Janes.

Customer details page with contact, portal link, balance, documents and invoices — Customer page — contact, portal link, documents, balance and invoices

VIN first

Type or scan 17 characters and the vehicle fills itself in from the national database, with a note if the check digit looks off.

Smart addresses

Start typing a street and pick the match. City, state and ZIP fill in. No API key to set up.

Team notes with media

Every invoice has a private comment thread for your team — stamped with who wrote it — where you can attach photos and videos of the job. Customers never see it.

One page per customer

Contact details with a map link, their portal link with copy, share, email and text buttons, balance owed, shared documents, and every invoice.

Built for a real business

Small enough to learn in an afternoon. Complete enough to run on.

Team accounts

Add staff who can create and manage invoices but can't touch business settings. Admins keep control. Generate a one-time sign-in link to get someone onto their phone in seconds.

Dark mode

Light and dark themes throughout, including the customer-facing pages, with a separate logo for dark backgrounds so yours always looks right.

Installs like an app

Add it to your home screen on iPhone or Android. It opens full-screen, uses your logo as the icon, and keeps recent pages available offline.

Email that comes from you

Plug in your own SMTP details — Google Workspace, Microsoft 365, or your host — and invoices go out from your address, PDF attached, after a confirmation.

API for your lead forms

Turn a web lead into a customer and a draft invoice in one call. The reply includes a link that opens Easy Mode already filled in — and can sign the mechanic in on the way.