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Cash Flow & AR

Collects what you've earned

Invoices sent same-day — collections on autopilot

Turns finished work into invoices, keeps receivables visible, and projects your cash 30/60/90 days out.

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Included on
CorePlusPro
Collects what you've earned
What it does

Meet your Cash Flow & AR Agent

Turns a completed job into an invoice — the first one to a new customer waits for your sign-off; repeat invoices on the same template go on their own once you've okayed a few
Sends invoices through Stripe on your connected account and tracks card and ACH payments as they land
Keeps the AR aging ledger — what is outstanding, how old, for how much — and hands overdue accounts to Customer Communication to chase
Projects cash 30 / 60 / 90 days out — the floor if everyone pays late, the likely, and the cellar — from AR, recurring expenses, and your seasonality
Flags a projected shortfall before it reaches your bank account, and never touches payouts, refunds, or bill-pay — that stays with you in Stripe
How it supports you, in action

From a finished job to money in the bank

User flow · Cash Flow & AR
Hand-offJob marked completeLogistics signals the work is done
SpecialistCreates the invoiceFrom the job, same day — nothing forgotten
SystemSends via StripeCustomer gets a payment link
SpecialistTracks AR agingKnows exactly who owes what, and how long
Hand-offHands past-due to CommsPolite reminders go out on schedule
SpecialistProjects 30/60/90 cashYou see what's coming, not just what's here
Works with the team

Where it sits in the line

Cash Flow & AR turns completed work into money — it pulls from the field and the books, and pushes reminders and forecasts out.

Feeds in
Logistics
completed jobs
Bookkeeping
categorized financials
Hands off to
Customer Comms
sends the reminders
You
sees the cash forecast
Value to the business

What it’s worth to the shop

The gap between finishing the work and getting paid closes — invoices go out same-day, receivables stay visible, and you can see the cash coming before it lands.

Invoiced the same day

Finished work becomes an invoice immediately — no jobs sitting un-billed while you're on the next one.

Receivables you can see

Every open invoice aged and visible, with the past-due ones handed off to be chased automatically.

Cash you can predict

A rolling 30/60/90 forecast so a slow month is something you plan for, not get surprised by.

Same day
finished work turns into an invoice
30/60/90
forward cash projection
$0 moved
it creates and sends only
How you interact with it

A cash-flow brief lands every Friday morning by SMS or email, with a month-end AR digest after it. Urgent flags — AR past your threshold, a projected shortfall — come immediately. You approve the first invoice to each new customer; after that, same-template invoices send on their own until you say otherwise. You never have to open a dashboard to know where you stand.

You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • Creating invoices from completed jobs
  • Sending invoices via Stripe
  • Tracking and aging receivables
  • Projecting cash flow
Waits for you
  • Write-offs and discounts
  • Non-standard payment terms
  • Anything that would move money (it does not)

Cash Flow & AR creates and sends — it never transfers, refunds, or moves your money. That stays with you.

How it helps the shop

Most cash-flow surprises are math that already happened — a slow quarter in Q3 shows up in Q4 payroll. Cash Flow runs the math for you weekly and tells you where it's going, so decisions about hiring, equipment, or holidays aren't guesses.

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