Tankless maintenance visit
PaidSarah Whitmore
Issued 2026-04-16 • Due 2026-04-16
Balance
$0
Total: $289
Payment method: Card
Notes: Maintenance plan invoice collected same day.
Queue actions
Invoices + PaymentsInvoice Queue: Track sent, viewed, overdue, partial, and paid invoices.
Cash collection and closeout
The invoice queue shows sent, viewed, overdue, partial, and paid states so the office can explain service-business cash flow clearly.
Invoice Queue
Customer billing states
Payment Tracking: Follow invoices from draft through collection, including viewed and overdue status for realistic office workflows.Every major payment state is represented in the seed data.
Condo turnover rush service
ViewedHarbor Crest Realty
Issued 2026-04-12 • Due 2026-04-19
Balance
$1,180
Total: $1,180
Payment method: Pending
Notes: Awaiting AP approval from realty operations.
Queue actions
Quarterly property maintenance
SentLuna Property Group
Issued 2026-04-11 • Due 2026-04-18
Balance
$640
Total: $640
Payment method: Pending
Notes: Bundled rental turnover inspections.
Queue actions
Commercial drain service
OverdueBayline Dental
Issued 2026-04-01 • Due 2026-04-08
Balance
$920
Total: $920
Payment method: Pending
Notes: Office should place follow-up call with facilities lead.
Queue actions
Leak detection diagnostic
PartialNina Flores
Issued 2026-04-10 • Due 2026-04-17
Balance
$125
Total: $410
Payment method: ACH
Notes: Deposit collected. Balance due after scope approval.
Queue actions
HOA restroom repair
DraftParkside Lofts HOA
Issued 2026-04-16 • Due 2026-04-23
Balance
$0
Total: $0
Payment method: Pending
Notes: Draft only. Warranty verification pending builder approval.
Queue actions
Queue Explanation
How the office uses this
Invoice Queue Purpose: Helps the office track sent, viewed, overdue, and paid invoices without needing a separate billing dashboard.Short client-friendly language for the live demo.
Sent
Invoices can be triggered directly from completed jobs so billing does not lag behind field work.
Viewed
The team can see whether the customer has opened the invoice before making a follow-up call.
Paid
Field or office staff can close the balance and the customer immediately gets a payment confirmation text.
Overdue
Overdue balances stay visible on the owner dashboard to protect cash flow.
Payment Methods
Service-business ready
Payment Method Status: Shows whether the customer is paying in the field, through the office, or still pending.The billing language is aligned to how plumbers actually collect money.
Card collected in field
ACH from commercial account
Check drop for property management
Cash closeout
Pending payment request