How to Send an Invoice and Collect Payment in PestPro CRM

Getting paid should be the easiest part of the job. PestPro CRM keeps your invoicing tied directly to your job records so there is no separate system to manage and nothing falls through the cracks.

Step 1: Mark the job complete

Before you invoice, the job should be marked as complete in PestPro. Open the job record — either from the customer record or your schedule view — and set the status to Complete.

This is also the right time to add any completion notes: what was treated, products used, areas serviced, or recommendations for the customer.

Step 2: Generate the invoice

From inside the completed job record, click Generate Invoice (or Create Invoice).

PestPro will pull in:

• The customer's name and address.
• The service type and description.
• The price from the job record.
• The date of service.

Review the invoice before sending. If the price needs to be adjusted (for example, you added a service during the visit), you can edit the amount here.

Step 3: Send the invoice

Send the invoice directly from PestPro:

• Via text — the customer receives a link to view their invoice on their phone. This is the fastest method and has the highest open rate.
• Via email — if you have their email address on file, you can send a formatted invoice directly to their inbox.

The invoice includes your business name, the service details, the amount owed, and payment instructions.

Step 4: Collect payment

When the customer pays, log the payment inside the job record:

• Select the payment method (cash, check, card, Venmo, Zelle — whatever you accept).
• Enter the amount received.
• Save the payment record.

The job will now show as Paid and the payment is logged against that customer and that service date.

Step 5: Track unpaid invoices

PestPro keeps a running view of sent invoices so you can see at a glance which jobs are paid and which are outstanding. Use this to:

• Follow up on overdue balances.
• Identify customers who consistently pay late.
• Know your actual collected revenue versus revenue on paper.

Using invoices on the same day as service

For many solo operators, the cleanest workflow is same-day invoicing:

1. Finish the job.
2. Mark complete on your phone before you leave the driveway.
3. Generate and send the invoice while you are still at the property.
4. Collect payment on the spot if the customer is home.

This eliminates end-of-day billing sessions and gets money in faster.

Pro tip: Invoice immediately after every job

The longer you wait to invoice, the more likely it is to slip. Customers also pay faster when the invoice arrives while the service is still fresh. Building a habit of invoicing before you drive to the next stop keeps your cash flow consistent and your books clean.