Invoicing in Homespace is designed around one idea: the moment a job is done, the money should start moving. Invoices draft automatically from the signed estimate and any parts used on-site. Customers pay from their phone with no login required. Deposits arrive the same business day — not in three days. And if an invoice goes overdue, smart reminders recover 87% of them without a phone call from you.Documentation Index
Fetch the complete documentation index at: https://help.homespace.co/llms.txt
Use this file to discover all available pages before exploring further.
How to access
Navigate to Dashboard > Invoicing from the sidebar to see all invoices, their status, and any overdue amounts.How invoices are created
Auto-draft on job completion
When a technician marks a job complete in the Field app, Homespace immediately drafts an invoice. The draft pulls from:- The signed estimate the customer approved before work started
- Any parts added or swapped on-site via barcode scan during the job
- The customer’s signature from job sign-off, attached as a PDF
Sending an invoice manually
Open Dashboard > Invoicing
Find the draft invoice in the invoices list, or open a specific job and click “View invoice.”
Review line items
Confirm the parts and labor match what was done. Add any additional charges or adjustments.
Configuring auto-send on job completion
Go to Settings > Invoicing > Auto-send on complete and toggle the setting on. From that point forward, invoices send the moment a tech marks the job done — no manual step required.How customers pay
Customers receive an SMS link to a mobile-first invoice page. No app download, no account creation. The page shows the line items, the attached signed estimate, and three payment options:Card
Visa, Mastercard, Amex. Tap to pay instantly.
ACH
Bank transfer at 0.8%, capped at $5. Best for large invoices.
Apple Pay / Google Pay
One-tap wallet payment. Same rate as card.
Same-day deposits
Payments collected through Homespace settle to your bank account the same business day — not the standard 3-day Stripe payout cycle. This applies to card, ACH, and wallet payments.Optional tip prompt
You can enable a tip prompt per trade under Settings > Invoicing > Tips. When enabled, the customer sees a tip suggestion before completing payment. The prompt is off by default.Buy now, pay later for large tickets
For jobs over a configurable threshold, customers can choose to finance through Affirm. The full invoice amount reaches your account immediately — Affirm collects from the customer over time. Enable this under Settings > Invoicing > Financing.Smart payment reminders
Homespace automatically sends follow-up reminders for unpaid invoices on a fixed schedule:| Days overdue | Action |
|---|---|
| 1 day | SMS reminder sent to customer |
| 7 days | Second SMS reminder |
| 14 days | Third reminder with a direct payment link |
| 30 days | Final reminder |
87% of overdue invoices clear without a phone call when the reminder sequence is active. Enable it under Settings > Invoicing > Auto-reminders.
QuickBooks two-way sync
Homespace syncs with QuickBooks Online automatically. Every customer record, invoice, deposit, processing fee, and refund maps to your existing chart of accounts. There is no manual import or CSV export step.Connect QuickBooks
Go to Settings > Integrations > QuickBooks and click Connect. Sign in with your QuickBooks Online credentials and authorize access.
Map your accounts
Homespace auto-suggests account mappings based on your QuickBooks chart. Review and confirm, or adjust any line item to a different account.
Dispute protection
Every invoice includes an automatic chargeback defense package assembled from:- The signed estimate showing agreed scope and price
- Job photos captured during the work (geo-stamped and timestamped)
- The customer’s digital signature on the completed invoice
Processing rates
| Payment method | Rate | Cap / notes |
|---|---|---|
| Card, in-app | 2.6% + $0.10 | — |
| Card, manually keyed | 3.3% + $0.20 | — |
| ACH | 0.8% | $5 max per transaction |
| Apple Pay / Google Pay | 2.6% + $0.10 | Same as card |
| Subscription auto-charge | 2.4% + $0.10 | 20 bps off recurring |
| Refunds, disputes, payouts | Free | No hidden fees |