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Estimates and invoices with online payment for service business

Send an estimate, see whether the customer viewed and approved it, and convert it to an invoice. The customer pays by a link through Stripe or PayPal, and overdue invoices are flagged for you.

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What it does

You send an estimate and then guess: did the customer open it, are they thinking, did they go elsewhere? After the work is done the invoice goes out late, and nobody checks who still owes money. In Kompot.ai an estimate shows its status, from sent to approved, and an approved estimate converts to an invoice. The invoice carries a public payment link, accepts partial payments, and gets an overdue flag when the money has not arrived on time.

  • Estimates that show their status

    Every estimate carries a status: sent, viewed, approved, rejected or expired. You see that the customer has opened it but has not answered yet, and you know it is time to call instead of waiting.

  • From approved estimate to invoice

    An approved estimate converts to an invoice, so the customer is billed for the amounts they agreed to. Nobody types the same lines again.

  • A payment link in every invoice

    An invoice has a public payment link. The customer opens it and pays online through Stripe or PayPal, without dictating card details over the phone and without a trip to your office.

  • Partial payments and overdue flags

    An invoice accepts partial payments, so a deposit and the balance go against the same invoice. An invoice that is not paid on time is flagged as overdue, and you see whom to remind.

  • Subscription invoices

    For work that repeats, set up a subscription invoice with a weekly, monthly or yearly rhythm. Regular cleaning, maintenance or a retainer is billed on schedule instead of from memory.

  • Expenses from a receipt photo

    Record what the business spends as expenses. Take a photo of the receipt and the system scans it, so the expense does not wait in a pocket until somebody finds time to type it in.

How it works

  1. Fill in your price list

    Add your products and services to the price list, so your prices are already in the system when you write an estimate or an invoice.

  2. Send an estimate

    Write the estimate and send it to the customer. Its status changes to viewed, then to approved or rejected, or to expired when its term runs out.

  3. Convert it to an invoice

    Convert the approved estimate to an invoice and send the customer the payment link. They pay online through Stripe or PayPal.

  4. Follow the money

    Partial payments are counted against the invoice, and late invoices are flagged as overdue. A refund goes through only after a separate approval.

Good to know

  • The payment link works through Stripe or PayPal only, so you need an account with one of them to take money online.
  • A refund is not instant: each one needs a separate approval before it goes through.
  • An AI employee can create invoices only on Full Service. The Free and Business plans have no AI, so there your team writes every invoice.

Which plan includes it

Full Service — $499 a month, up to 25 users — includes every feature, so estimates, invoices, subscription invoices and expenses are all in it, together with AI employees that can create invoices. The Free plan ($0, up to 3 users) covers the core tools: contacts, opportunities and other basics. Business ($199 a month, up to 10 users) adds migration of your data and reconnection of your integrations; it has no AI.

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Questions and answers

How does a customer pay an invoice online?
Each invoice has a public payment link. The customer opens the link and pays through Stripe or PayPal. The link is public, so the customer does not have to register anywhere to pay.
Can a customer pay a deposit now and the rest later?
Yes. An invoice accepts partial payments, so the deposit and the final payment are recorded on the same invoice. If the invoice is still unpaid after its due date, it is flagged as overdue.
Can I bill a regular customer on a schedule?
Yes. A subscription invoice repeats weekly, monthly or yearly. You set it up for the customer and the rhythm of the service, and the next invoice follows the schedule.
What happens when I need to refund a customer?
You start a refund on the invoice, and it has to be approved as a separate step before it goes through. This protects you from money going back to a customer by mistake.

See it in your own trade

Every industry page shows what goes wrong in that business and how the system handles it.

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See it on your own business.

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