FacturaOS is operations software for service businesses; it does not provide tax, legal, or accounting advice.
Invoicing
Invoicing that matches real service work
Create Puerto Rico-ready estimates and invoices from clients, saved services, inventory, evidence, payment instructions, and multiple customer-facing invoice templates.
- Estimate-to-invoice workflow
- Multiple invoice templates for different job types
- Manual payments, ATH Movil readiness, and online checkout on eligible plans
- Stripe-paid invoices lock automatically after payment
A cleaner operating path
Move from first action to follow-up without rebuilding the record.
The page follows the same rhythm as the product: begin with context, do the work, and leave the record ready for what comes next.
Workflow
The invoice is part of the job, not a disconnected file
FacturaOS keeps the invoice connected to the customer, jobsite, service lines, payment method, evidence, and final status.
- Create drafts
- Convert estimates
- Send PDFs
- Record or reconcile payment
Templates
Pick the invoice format that makes the work easier to understand
Use a clean statement when the customer needs a simple bill, a service-detail format when the job needs more context, and specialized formats for Puerto Rico workflows as the business grows.
- Classic invoice
- Clean statement
- Service detail
- PR professional license formats
Checkout
Clean payment state without operator confusion
When online checkout is active, the shared pay page stays simple for the customer and FacturaOS updates the invoice after Stripe confirms payment.
- Single-purpose pay page
- Operator return flow
- Webhook and refresh fallback
- No manual reopen for Stripe-paid invoices
Invoice-ready work
Build the repeatable part once, then keep every customer invoice specific.
Reusable templates keep common services and prices ready, so the next invoice starts with the same clean structure without retyping the job.
For owners who quote, invoice, and collect from the field
What stays close
The useful details remain part of the record.
- Estimate-to-invoice workflow
- Multiple invoice templates for different job types
- Manual payments, ATH Movil readiness, and online checkout on eligible plans
- Stripe-paid invoices lock automatically after payment
- Customer-facing PDFs keep internal references out of the way
Questions about this feature
Direct answers before you add this workflow to the day.
Can I use FacturaOS without online payments?
Yes. Many operators record cash, ATH Movil, or card-terminal payments manually and use FacturaOS for invoicing and bookkeeping.
Can customers pay an invoice link?
Eligible Pro and PyME workspaces can generate a Stripe-powered online checkout page for an invoice once Stripe setup is ready.
Can I choose different invoice templates?
Yes. FacturaOS supports multiple invoice formats so the customer PDF can match the job. Some specialized formats are plan- or market-gated.
Invoicing
Ready to bring this workflow into one place?
Open a workspace and keep this feature connected to the rest of the service day.