Product Feature

Invoicing

Send invoices and get paid without the paperwork

What is it?

Create and send professional invoices right from Casey. Track what's been sent, what's been paid, and what's overdue — so you spend less time chasing payments and more time running your business.

See it in action

Problems it solves

  • Forgetting to send invoices after completing a job
  • Chasing customers for overdue payments
  • Handwriting invoices or using generic templates that look unprofessional
  • No visibility into how much revenue is outstanding

How it works

1

Job completes

When a job is marked complete, Casey can auto-generate an invoice with the right details pre-filled.

2

Invoice sent

Send invoices via text or email directly from Casey. Customers get a clean, professional invoice with a pay button.

3

Payment tracked

See which invoices are paid, pending, or overdue in one dashboard.

4

Follow-ups automated

Casey sends gentle reminders for unpaid invoices so you don't have to chase customers.

Supported Platforms

Housecall ProGoHighLevelQuickBooksStripeSquareCustom integrations

Is this right for you?

This is for you if...

  • You want to get paid faster without chasing customers
  • You need professional-looking invoices without the hassle
  • You want to see outstanding revenue at a glance

This might not be for you if...

  • You have an accounting team and a full invoicing system already
  • You only do a few jobs per month and handle billing manually

Frequently asked questions

Explore answers to frequently asked questions about our AI-powered platform.

Yes. Invoices include a payment link so customers can pay by credit card, ACH, or other methods depending on your payment processor.

Start driving more revenue with fewer resources

Real customers, real results. Join businesses using Casey to convert more leads and scale without limits.

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