Invoicing & Payments

Automated Invoice Generation

Ormi's invoicing and payment system turns completed jobs into professional invoices automatically. Send estimates, convert them to jobs, and generate invoices with one click. Customers can pay on-site or online, reducing payment collection time from weeks to days.

What's included

Streamline your billing process and get paid faster.

• Automatic invoice generation – Create invoices from completed jobs instantly
• Professional templates – Branded invoices with your logo and details
• Payment processing – Accept credit cards and bank transfers
• Payment tracking – See which invoices are paid, pending, or overdue
• Receipt generation – Automatic receipts sent to customers
• Payment history – Complete payment records for every customer

Use cases

Ideal for field service businesses that want to reduce administrative time and get paid faster.

• HVAC contractors – Invoice for repairs, maintenance, and installations
• Plumbing services – Bill for emergency calls and scheduled work
• Electrical contractors – Invoice for installations and repairs
• Remodeling companies – Handle progress payments and final invoices
• Service businesses – Streamline billing for all service types

Integrated payment processing

Ormi integrates with Stripe to process payments securely, whether on-site or remotely.

• On-site payments – Technicians can collect payment with a card reader
• Online payments – Customers can pay invoices via secure link
• Payment reminders – Automated reminders for unpaid invoices
• Payment reporting – Track revenue and payment trends
• Accounting sync – Export to QuickBooks or Xero automatically