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What can you do with Skimmer for invoices, billing, and payments?

  • Generate invoices for completed pool service, dosages, installed items, and  work orders
  • Bill all customers, customers by tag, or specific customers in just a few  steps
  • Quickly review and adjust invoice details such as names, descriptions,  rates, and taxables for invoice line items, and exclude any items not to be  billed
  • Generate and bulk email invoices with an embedded payment link for  customers, allowing customers to view a detailed online invoice
  • Accept payments from credit/debit cards, digital wallets such as Apple Pay and Google Pay, or US bank accounts
  • Enable surcharging to offset credit card processing fees to customers compliantly, protecting your margins on every transaction    
  • Offer Sunbit financing on repairs and equipment jobs, so customers can  pay over time while you get paid upfront    
  • Receive funds via next-business-day payouts so cash flow stays  predictable    
  • Allow customers to opt into AutoPay for recurring pool service from an  invoice, or opt a customer in from Skimmer on their behalf    
  • Securely store multiple payment methods on file, and designate the method  of choice for AutoPay    
  • Give customers 24/7 access to their invoice history, payment methods, and  receipts through the Customer Portal — reducing inbound billing calls to your  office    
  • Automatically send payment receipt confirmations for any successful  payment    
  • Create and send quotes in the field from the mobile app, collect a  customer signature on-site, and convert approved quotes directly to invoices  — no back-and-forth required    
  • Send text-to-invoice links so customers can pay instantly from their  phone without needing to log in or find an email    
  • View status and balance of all invoices and payments in real-time from  the invoice and payments dashboards, including dollars due, overdue,  outstanding, in draft, expected, and received    
  • Add offline payments for cash & check, and manually create invoices  for one-off needs    
  • Configure how pool service, dosages, installed items, and work order line  items are generated by default    
  • Create tax rates and tax groups, and bulk apply those to service  locations    
  • Customize your invoice and payment receipt email templates    
  • Generate reports on all invoices sent, paid, outstanding, all payments,  payouts, and tax liabilities    
  • Sync invoices, payments, and payouts seamlessly with QuickBooks Online,  keeping your books reconciled without manual exports or duplicate data entry

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