Can I invoice clients and collect card payments inside WebDevAuto?

Yes. You can send an invoice from the CRM and have the client pay by card using the secure link attached to the invoice email. Payment confirmation is logged immediately to the customer record. No separate invoicing account or card reader is needed.

Does WebDevAuto support recurring billing for contracts or maintenance plans?

Yes. You can set up a recurring invoice on any schedule: weekly, monthly, quarterly, or a custom interval. The system bills automatically on the agreed date. Failed payments trigger a retry and a notification so nothing slips through without a record.

How does the invoicing sync to QuickBooks or Xero?

WebDevAuto connects to your existing QuickBooks or Xero account. Invoices created in the CRM appear in your accounting ledger automatically, and payments collected are recorded on both sides without manual data entry or exports.

Can I see which invoices are overdue without leaving the CRM?

Yes. The receivables view shows paid, outstanding, and overdue invoices with the number of days outstanding. Overdue invoices surface the customer contact directly, so you can send a payment reminder without switching apps.

Is invoicing included in the base CRM price or is it an add-on?

Invoicing, card payments, recurring billing, and accounting sync are all included in the AI CRM tier. There is no separate billing module or per-invoice fee on top of the monthly subscription.

Invoice clients and collect card payments without leaving your CRM.

Most service businesses run their billing in a completely different place from their customer records. The job is done, the invoice goes out from one app, the payment comes back through another, and somebody has to manually reconcile it all in a spreadsheet before the books make sense.

That gap between finishing the work and getting paid is where revenue leaks. Invoices go out late. Follow-ups are forgotten. Payments arrive in one system while the customer record sits in another, so nobody is quite sure what is actually owed.

WebDevAuto puts invoicing and payments inside the CRM. The job is done. You send the invoice. The client pays by card. The record is updated. The books sync. One system, start to finish, from first contact to cash in hand.

See how billing works

Invoicing and payments inside your CRM means you can send an invoice and collect a card payment without leaving the same system where you track leads, jobs, and customers. WebDevAuto's built-in billing layer handles one-time invoices, recurring subscriptions, and overdue tracking, and it syncs to QuickBooks or Xero so your books stay current without double entry.

Send invoices from the same place you track the job

Because invoicing runs inside the CRM, everything is already in one place when it is time to bill:

▸Pull the customer record and job details directly into the invoice
▸Send the invoice by email from your own domain, with a secure pay link attached
▸Set due dates and payment terms once; the system tracks them from there
▸Attach line items, notes, or files to give clients the detail they need to approve and pay quickly

The invoice is already half-written before you open it. Customer name, address, job history, and contact info are all in the CRM. You fill in the work done and the amount; the system handles the rest.

Get paid by card, built in and secure

Clients pay directly from the invoice link. No third-party account for them to create, no check to mail, no call to make:

Faster payment is a function of fewer steps. When a client can pay by card in one click from their phone, they do it the same day instead of the same week.

▸Built-in secure card payments, accepted from any device
▸Clients click the link in the invoice email and pay in under a minute
▸Payment confirmation goes to both parties immediately
▸Every payment is logged to the customer record in the unified inbox so the team sees it without asking

Recurring billing for contracts and repeat customers

Service businesses with monthly retainers, maintenance plans, or subscription customers can automate the billing cycle entirely:

▸Set up a recurring invoice on any schedule: weekly, monthly, quarterly, or custom
▸The client is billed automatically on the agreed date
▸Failed payments trigger a retry and a notification so nothing slips past without a record
▸Subscription customers stay in the same CRM pipeline as every other client, so renewals and service history live together

Recurring billing turns one-time clients into predictable monthly revenue. Maintenance contracts, SEO retainers, and service plans all run on autopilot once the billing cycle is set.

Track what is owed, what is overdue, and what is paid

The accounts receivable view gives you a live picture of your cash position without opening a spreadsheet:

You see at a glance who owes you, how much, and how long you have been waiting. The follow-up happens in the same place the invoice was sent.

▸Paid invoices are marked and timestamped the moment payment clears
▸Outstanding invoices show exactly how many days they have been waiting
▸Overdue invoices surface to the top with the customer contact one click away
▸Send a payment reminder directly from the invoice record without switching apps

Syncs to QuickBooks and Xero so the books stay current

Your accounting software does not need to live separately from your CRM. WebDevAuto connects to QuickBooks and Xero so:

▸Invoices created in the CRM appear in your accounting ledger automatically
▸Payments collected are recorded on both sides without manual entry
▸Your bookkeeper or accountant sees up-to-date numbers without waiting for a weekly export
▸Tax season means pulling a report, not reconciling two systems by hand

No double entry. The work happens once, in the CRM. The accounting sync keeps the books current as a side effect, not an extra job.

Invoicing inside your CRM vs a separate invoicing app

Many service businesses use a standalone invoicing tool alongside a CRM or spreadsheet for customer tracking. Here is what that separation costs versus keeping billing inside the CRM.

	Separate invoicing app plus spreadsheets	WebDevAuto invoicing inside the CRM
Where customer info lives	Split: CRM or spreadsheet for contacts, invoicing app for billing	One record: contact, job history, invoices, and payments in the same place
Creating an invoice	Re-enter customer name, address, and job details from memory or another tab	Customer record is already there; add line items and send
Following up on overdue invoices	Check the invoicing app, find the client, switch to the CRM, find the contact, then reach out	Overdue invoice shows the client contact; send a reminder from the same screen
Recurring billing	Manual invoice each cycle, or a separate subscription billing tool	Set the schedule once; billing runs automatically on the agreed date
Accounting sync	Export from invoicing app, import to QuickBooks or Xero, reconcile differences	Automatic two-way sync to QuickBooks and Xero; no manual export needed
Seeing who owes what	Open the invoicing app separately; no view of the full customer relationship	Live receivables view with full customer context one click away

Every extra app between the job and the payment is a place where money waits longer than it should. The CRM closes that gap.

The rest of the system that feeds into billing

Invoicing and payments is one piece of the CRM. These are the parts that connect to it:

Unified Inbox
Deep dive
Payment confirmations, invoice replies, and billing questions all land in [the unified inbox](/platform/unified-inbox), where the whole team can respond.
Lead Generation
Deep dive
New leads that become paying clients start at the top of the funnel. See how leads become contacts become customers.
Website Design
Deep dive
The site that generates the inquiries that become the jobs that get invoiced. All connected.
AI Receptionist
Deep dive
Ava handles the incoming calls and logs every contact to the CRM, so billing always has a complete customer record to pull from.

Want to see the whole CRM in one place? Visit the pricing page for what is included at each tier.

Pricing for Invoicing and Payments

Invoicing and payments is part of the AI CRM ($200/mo). It includes the full billing layer: one-time invoices, recurring subscriptions, built-in card payments, receivables tracking, and accounting sync. AI features are billed based on usage, you only pay for what you actually use.

The AI CRM is month to month with no setup fee.

Engagement

Monthly Services

Three à-la-carte monthly services: website, SEO, and CRM. No setup fees, no deposits, no contracts. Take one or stack all three.

Not sure where to start? Run a free diagnostic on your current site first.

Website Design & Hosting

A conversion-engineered website that loads fast, captures leads, and stays maintained, month to month.

Monthly$150 /mo

Custom conversion-engineered website
Loads under 2 seconds
Lead forms wired to your inbox
Hosting + monitoring + maintenance
No setup fee, month-to-month

Any business that needs a professional, high-performing web presence without a big upfront commitment.

Most Popular

SEO & Google Business Profile Optimization

Ongoing SEO and Google Business Profile management so you rank on search, Maps, and AI assistant answers.

Monthly$300 /mo

Ongoing on-page + technical SEO
Google Business Profile setup + optimization
Rank on Google search and Maps
Show up in AI assistant answers
Monthly rankings + traffic reporting

Local service businesses where organic search and Google Maps are the primary lead source.

AI CRM

Customer database, pipelines, unified inbox, invoicing, and automated follow-ups, with AI billed by what you use.

Monthly$200 /mo

Customer database + pipelines + analytics
Unified inbox (email + text)
Invoicing with built-in payments
Automated follow-ups + scheduling
AI features (billed by usage)
- Ava answers your calls
- AI texts & emails customers back
- Content + ad generation

Businesses ready to systematize follow-up, automate ops, and add AI on their own terms. AI features are billed based on usage, you only pay for what you actually use.

See your invoicing and payments running inside the CRM

Engineering Diagnostic

We will walk you through the full billing flow: sending an invoice, collecting a card payment, tracking receivables, and syncing to your accounting software.

Frequently asked questions

Can I invoice clients and collect card payments inside WebDevAuto?: Yes. You can send an invoice from the CRM and have the client pay by card using the secure link attached to the invoice email. Payment confirmation is logged immediately to the customer record. No separate invoicing account or card reader is needed.
Does WebDevAuto support recurring billing for contracts or maintenance plans?: Yes. You can set up a recurring invoice on any schedule: weekly, monthly, quarterly, or a custom interval. The system bills automatically on the agreed date. Failed payments trigger a retry and a notification so nothing slips through without a record.
How does the invoicing sync to QuickBooks or Xero?: WebDevAuto connects to your existing QuickBooks or Xero account. Invoices created in the CRM appear in your accounting ledger automatically, and payments collected are recorded on both sides without manual data entry or exports.
Can I see which invoices are overdue without leaving the CRM?: Yes. The receivables view shows paid, outstanding, and overdue invoices with the number of days outstanding. Overdue invoices surface the customer contact directly, so you can send a payment reminder without switching apps.
Is invoicing included in the base CRM price or is it an add-on?: Invoicing, card payments, recurring billing, and accounting sync are all included in the AI CRM tier. There is no separate billing module or per-invoice fee on top of the monthly subscription.