PBJ Invoicing

Quote it, bill it and get paid, for the customers already in your CRM.

$25 one-time per major version · Requires PBJ CRM ($50) · One key covers 3 sites

Buy PBJ Invoicing — $25

View PBJ Invoicing changelog

No PBJ CRM yet? It is the hub this module runs on: PBJ CRM, $50

Money, Invoices: $10,646.35 outstanding across 7 customers. Invoice rows for Arthur & Sons site visit show Partly paid and Draft badges with Send reminder, Record payment and PDF buttons. The right pane shows Ryan Quinn and the selected invoice with a $4,664.00 balance and Edit, Add payment, PDF and Copy link.

Three reasons

Built from the customers you have

Estimates, invoices and repeat billing are built from the customers you already have.

Paid from a link

Customers open a private link, download a PDF and pay online through Square, PayPal or Stripe.

Know who owes you

See who owes you and how long it has been, in one report.

Pay once. No subscription.

PBJ Invoicing is $25 one-time per major version, and every update within that version is free. It needs PBJ CRM ($50), and both are installed on your own WordPress site. One key covers 3 sites.

Buy PBJ Invoicing — $25

How it fits PBJ CRM

Your customers are already there

Estimates, invoices and repeat billing are built from the people and businesses in PBJ CRM. The CRM is the customer hub, so there is no separate customer list to set up.

Payments connect once

Square, PayPal and Stripe are connected once in PBJ CRM → Connected accounts and used here. Turn on only the methods you really accept.

It feeds the rest of the suite

PBJ Templates supplies invoice layouts and invoice emails. Open invoices appear in your customer’s portal with a Pay link.

Install PBJ CRM first. Invoicing uses the CRM’s staff, customers, mailboxes and theme, so nothing is set up twice.

From quote to paid

1. Estimates, before the work

Send estimates before the work starts. They keep their own statuses, so you always know what’s waiting on a yes. Your customer accepts on their page, and the estimate becomes the invoice. Estimates can ask for a deposit up front.

A new invoice titled Quarterly network check-up. Customer and dates on the left with a Choose a customer button and issue and due dates; one line item On-site visit, 2 hours, quantity 1 at $180. The Summary card shows an $180.00 total; the footer holds Save draft, Save and send and Cancel.

2. Totals update as you type

Build an invoice with line items, discounts, tax and your terms, and the total updates the moment you change a line. Save your common items to reuse, for yourself or the whole team. When you save, the server checks every cent.

3. Your customer pays online

Your customer gets a private link that needs no login. They can view the invoice, download a PDF, and pay with Square, PayPal or Stripe, or follow your own payment instructions for cheque, bank transfer or cash.

4. Every invoice, at a glance

Filter by Draft, Unpaid, Partly paid, Paid or Voided.

5. Repeat billing, set once

For regular customers, set up recurring billing once and let it repeat. Reminders and optional late fees are recorded on the invoice.

6. Know exactly who owes you

Money owed shows who owes you, grouped by how old the debt is. Sort it by amount, name or oldest, and export it to a spreadsheet.

The Invoice theme settings card: Layout radio buttons Classic, Bold header and Minimal, a Main colour field, a Use the same colour as the PBJ CRM portal checkbox and a Font choice.

7. Your branding

Pages, emails and PDFs follow your theme and logo. Choose a Classic, Bold header or Minimal layout and a main color.

See it work

Every invoice, at a glance

Filter by draft, unpaid, partly paid or paid in one tap.

Totals update as you type

Add or change a line and the total updates. Save common items for yourself or the whole team.

Deposits on estimates

On an estimate, ask for a deposit up front and the rest on completion. The server checks every cent on save.

Your customer pays online

A private link: view, download a PDF, pay with Square, PayPal or Stripe, or follow your payment instructions.

Estimates and repeat billing

Estimates keep their own statuses. For regular customers, set up recurring billing once and let it repeat.

Know exactly who owes you

Money owed groups debts by age. Sort by amount, name or oldest, and export to a spreadsheet.

Real screens from PBJ CRM with sample customers. Names, emails and phone numbers are made up.

A PBJ Invoicing invoice showing line items, balance due and customer details

An invoice with line items, balance and payments.

A paid PBJ Invoicing invoice with its payment history

Paid invoices keep their payment history.

A PBJ Invoicing invoice on a phone with an Add payment button

Record a payment from your phone.

How it helps your business

Trades and field service

Quotes with deposits and tax, built from your saved lines; the homeowner accepts on her phone and the estimate becomes the invoice.

Managed IT and tech support

Recurring billing for the clients you already have in the CRM. Money owed shows who is 30 or 60 days late, and one click sends the reminder.

Professional offices

Set up recurring billing once, and see who owes you and for how long. Bill the business and name the person, so the right partner receives each invoice.

AV, music and events

Take a deposit on the estimate up front and the rest on completion, and the couple pay online through Square, PayPal or Stripe.

Five everyday examples, step by step. Your own business will look different, but the pattern is the same.

Trades and field service

After the roof inspection you build an estimate from your saved lines for labour, flashing and disposal, and ask for a deposit. The homeowner opens her private page and accepts it, and the estimate becomes the invoice. You record the deposit when it arrives, and when the work is finished she pays the balance from her phone.

Managed IT and tech support

Set up a recurring profile for each client’s monthly support plan. The invoice is created on schedule, the client pays by card from the link, and a receipt goes out. The Money owed page shows who is 30 or 60 days late, and one click sends the reminder.

Hospitality and venues

A bar’s projector repair is invoiced to the business, with the manager named as the contact. If the bill is not paid, it appears under 1 to 30 days late on the Money owed page. You send a reminder, and later record the cash payment that was handed over at the bar.

Professional offices

A firm gets an estimate for a new phone system, with a deposit requested on only the equipment lines, and accepts it online. Invoices follow with your notes and terms printed on them. Because you bill the business and name the person, the right partner receives each one.

AV, music and events production

A wedding sound package is quoted as an estimate with a deposit due now and the rest due on completion. The couple accept it online, you take the estimate’s deposit, and on the night the final invoice is already waiting. The paid invoice keeps its payment history for your books.

For trades and events, pair it with PBJ Dispatch & Appointments to book the visit, then bill it here.

Works with

PBJ Invoicing is a module of PBJ CRM and needs it installed. It shares the CRM’s staff, customers, connected mailboxes and theme, so nothing is set up twice. These other PBJ modules also need PBJ CRM and sit alongside it:

PBJ Helpdesk — mail-to-ticket support with response targets and a client portal.
PBJ Vault — an encrypted cabinet for door codes, network details and licence keys.
PBJ Dispatch & Appointments — book visits and appointments and work them through to done.
PBJ RingCentral — your RingCentral texts, calls and voicemail beside the customer.
PBJ Templates — one designer for emails, notices, invoice layouts and documents to sign; Invoicing takes its invoice layouts and invoice emails from it.
PBJ Omada — TP-Link Omada network alerts, device status and Help Desk tickets on the client record.

One-time pricing, spelled out

PBJ Invoicing is $25 one-time per major version. You are buying this major version: every improvement within it arrives free through the built-in update channel. A future major version is a separate purchase if you want it — your copy keeps working either way. One license key covers 3 sites.

Requires PBJ CRM (latest version) ($50, sold separately). Invoicing bills the people already in your CRM through the payment accounts already connected there.

Using it

Install: install and activate PBJ CRM first. Then download PBJ Invoicing from the link in your purchase email or your download page, upload it under Plugins → Add New, and activate it.

Set up billing: confirm your business details, numbering, tax and terms in the Invoicing settings.

Day to day: open Invoices or Estimates in the CRM portal and choose Create. Enter your license key under Settings for updates.

Buy PBJ Invoicing

$25 one-time — per major version Includes a license key for 3 sites, instant download, and free updates within this major version. Requires PBJ CRM (latest version).