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