Invoiced off the same job record.
Invoicing runs inside Moovi off the same job record, so the work you did is the work you bill, without re-keying into a separate system.
The problem
Re-keying jobs into a separate accounts package is where time leaks and numbers drift between what was quoted, delivered and billed.
How Moovi does it
Invoices are raised off the same job record that holds the survey, quote and delivery, and customers can see their balance and pay through the portal. It closes the loop between doing the work and getting paid for it.
- Invoice off the same job record
- Customers pay through the portal
- Xero and QuickBooks integrations live, Sage on the roadmap
What this means for you
What this means for you: you invoice off the same record you delivered against, so billing is faster and matches the work, and the cash comes in quicker through the portal. When a job turns out bigger than survey, the actual delivered count from the crew app is what the invoice is built from, against the per-item rates the customer agreed at the order. The variance is charged at sign-off rather than chased weeks later, so the money you used to absorb is the money you now collect.
Frequently asked
Does Moovi handle invoicing and payments?
Yes. Invoicing runs inside the platform off the same job record, so what was surveyed, quoted and delivered is what gets invoiced, without re-keying into a separate system. Customers can see their balance and pay through the portal. Moovi connects to Xero and QuickBooks through secure OAuth, automatically pulling customer payments and reconciling them against your Moovi invoices, so the cash in your accounting system and the cash on your job record stay in step. Sage support is on the roadmap. It closes the loop between doing the work and getting paid for it.
What happens when a job turns out bigger than the survey?
Moovi is built for this. The customer agrees per-item rates at the order form, and payment details are captured then, so the right to charge is established before the day. The crew records the actual loaded inventory on the app, and that count is the figure the invoice is built from. At sign-off, the variance between the survey and what was actually delivered is invoiced cleanly against the rates already agreed, instead of being absorbed by the operator or chased weeks later. The whole chain, survey, signed order, crew count, sign-off and invoice, lives on one record, so the evidence stands up if it is ever questioned.
See Moovi run end to end. Book a demo at www.moovi.digital/book-demo or call 01233 225108.