Automatic Payments
Let payments run in the background
Invite customers to save a card on file or set up direct debit. When you mark the job complete, Ezysystems triggers payment automatically and issues a receipt.
Ezysystems connects quoting, invoicing and payments so you can move from first enquiry to paid job in just a few clicks. Customers pay the way they prefer, and your accounts stay up to date automatically.
Invite customers to set up automated payment methods, take card payments on-site, or let them pay securely online. However they pay, it’s all tracked back to the same customer record.
Built-in tools for quotes, invoices and payments. No extra systems to bolt on.
Getting paid shouldn’t be the hardest part of the job. With Ezysystems, quoting, invoicing and payments all live in the same system, connected to your customers and your schedule.
Create a quote, send it instantly, get notified when it’s approved and convert it to a job in a couple of clicks. Once the job is done, invoices can be sent automatically and paid online, in person, or via automated methods.
Less chasing, fewer spreadsheets and clearer cash flow – so you can focus on doing great work, not tracking who still owes what.
Automatic Payments
Invite customers to save a card on file or set up direct debit. When you mark the job complete, Ezysystems triggers payment automatically and issues a receipt.
Manual & Recorded Payments
Cash, bank transfer or on-site card payment – however the customer pays, you can record it quickly and keep the invoice, customer and account balances in sync.
Quotes & Statements
Generate professional quotes, convert them to jobs without retyping, and send clear customer statements that show every job, invoice and payment.
Automatic Payments
Ezysystems lets you offer automated payment options so customers are charged only once the job is marked as done. Set up recurring card payments through Stripe, or direct debit via providers like GoCardless.
As soon as work is completed, Ezysystems can send the invoice by SMS and email, trigger the payment request and send the customer a receipt – without you lifting a finger.
Record Payments
Open the job or invoice, choose the payment method and enter the amount. Ezysystems updates the invoice status, customer balance and your payment reports at the same time.
You’ll always know who has paid, who still has an outstanding balance and how much is due in total – without scrolling through bank statements and manual lists.
Point of Sale
Use point-of-sale tools such as Square’s ‘tap to pay’ on compatible devices to accept card payments without extra hardware. Charge the customer as you finish the job and keep everything in sync with Ezysystems.
It’s ideal for teams on the move who want to give customers flexibility while keeping a clean digital record of every transaction.
Create & Send Quotes
Build professional quotes using saved services and pricing rules in Ezysystems. Send them by email or SMS, then track who has opened, viewed or accepted them.
When a quote is accepted, there’s no need to re-enter details. Convert it directly into a job, assign it to a worker and keep all pricing information consistent.
Customer Statements
Generate statements that show every job, invoice, payment and outstanding balance for a chosen period. Email them directly from Ezysystems or export when needed.
This level of transparency helps customers understand what they’re paying for, reduces billing disputes and improves overall trust.
Don’t just take our word for it
See how service businesses connect automatic payments, on-site card charging and clear quoting into one smooth process.
PROPERTY SERVICES
Once we moved regular customers onto automated payments, outstanding invoices dropped dramatically. Now most of our income is collected without anyone picking up the phone.
Sam D. Director · Summit Property Care
ROUTE-BASED CLEANING
Before Ezysystems we had a diary, a separate invoicing system and our bank. Now it’s all in one place. It’s easier to see what’s been paid and which routes bring in the most revenue.
Leah C. Owner · ClearGlass Services
HOME MAINTENANCE
We send a quote, get notified when it’s accepted, and schedule the job straight away. Once we mark it as done, invoices and payments just flow. Admin has dropped by at least 70%.
Jordan P. Operations Lead · Evergreen Maintenance
Guides & resources
Automatic Payments
Learn how to link your payment providers, sync customers and start charging automatically when jobs are complete.
Read moreCash Flow
From offering auto-pay to using statements and reminders, discover simple changes that can transform your cash flow.
Read moreQuoting
See how faster quoting, clear layouts and automatic follow-ups can increase your conversion rate and keep your team busy.
Read more