Billing that works as hard as your team
Automated invoicing tied to project progress - so you collect on time, every time.
Milestone-triggered invoicing
Define billing amounts or percentages for each project milestone. When a milestone is marked complete, OneSolar CRM automatically generates the client invoice - no one has to remember to bill.
Partial payment tracking
Record partial payments against invoices. Track what’s been paid, what’s outstanding and what’s overdue - at the invoice level, project level and client level simultaneously.
Payment schedule management
Set up payment schedules at deal stage - deposit, progress payments, completion, retention. Payment schedule drives the entire billing cycle, triggered automatically as the project progresses.
Overdue alerts & follow-ups
Automatic overdue notifications to your team when payment due dates pass. Escalation alerts for long-overdue invoices. Reduce DSO (Days Sales Outstanding) without manual chasing.
Multi-currency & tax support
Invoice in any currency - USD, AED, AUD, EUR, GBP and more. Apply local tax rates (VAT, GST) per client or region. Accounting integrations export to QuickBooks and Xero automatically.
Project & Milestones
Milestone completion is the trigger for automatic invoice creation. Billing tracks progress.
Lead & Deal CRM
Deal value and payment schedule set at sale stage drive the entire invoicing cycle.
Vendor Management
Vendor payments vs client invoicing gives you real-time margin visibility per project.
Tickets & Service
AMC service invoices are created and tracked from the tickets module post-installation.
Never miss a billing milestone again
Automatic invoicing tied to project progress. Collect on time, every time - without the manual chasing.