Can customers pay from a text message?
Yes. Invoices are sent as links by text and email and can be paid on a phone by card or bank transfer, depending on your connected payment processor.
PointWake CRM
Payments and Invoices
Chasing money is the least enjoyable part of running a small business, and it is usually the part with the least structure. An invoice goes out, thirty days pass, and someone finally notices.
Payments in PointWake CRM put invoicing and collection next to the job and the conversation, so getting paid is part of the workflow rather than a separate chore.
What this looks like for a septic service company
A pumping job finishes on a Tuesday. The paper invoice rides around in a truck until Friday, gets keyed in the following Monday, and mails out that week. Payment lands three weeks after the work.
Invoiced from the CRM, the customer gets a payment link by text before the truck leaves the driveway. Roughly half pay the same day on their phone. The rest get automatic reminders until they do, and the office is not making awkward phone calls about a bill from last month.
Invoices customers can pay in one tap
Invoices go out by text and email as links, payable by card or bank transfer depending on your connected processor. No portal login, no printed statement.
- One-off invoices, deposits and progress payments
- Recurring invoices for maintenance and service plans
- Payment links you can text from the job site
- Receipts sent automatically on payment
Deposits before the work starts
Deposit collection can be attached to quote acceptance, so a job is not scheduled until it is funded. For trades that buy materials up front, this single change does more for cash flow than any collection sequence.
Reminders that do the uncomfortable part
Unpaid invoices trigger a polite reminder ladder on a schedule you set, escalating to a task for a phone call. The tone stays professional because it was written once, calmly, instead of in frustration on day forty-five.
Where this sits next to your accounting
The CRM handles the customer-facing side: sending, collecting and reminding. Your accounting software remains the system of record for books, taxes and reconciliation. We set the boundary clearly during setup so nothing is double-entered by accident.
What PointWake Configures
- Payment processor connection and payout settings
- Invoice templates with your branding and terms
- Deposit collection attached to quote acceptance
- Recurring invoices for maintenance and service plans
- Unpaid invoice reminder ladder with escalation to a call task
- A clear handoff boundary between the CRM and your accounting software
Good fit if
- You still collect checks or invoice days after the job
- Deposits are inconsistent and cash flow feels tight
- You sell maintenance plans that should bill automatically
- Aging receivables get noticed late
Honest limits
- A payment processor is required, and processing fees are set by that provider.
- This is not accounting software. Books, payroll and taxes stay where they are.
- Payout timing follows your processor's schedule, not the CRM.
- Job costing and inventory are outside what this covers.
Questions about this part of PointWake CRM
Can I require a deposit before scheduling?
Yes. Deposit collection can be attached to quote acceptance so the job is funded before it goes on the calendar.
Does this replace my accounting software?
No. The CRM handles sending, collecting and reminding on the customer-facing side, while your accounting software stays the system of record for books, taxes and reconciliation.
Can I bill maintenance plans automatically?
Yes. Recurring invoices can be set up for maintenance and service plans on the schedule you choose.
What happens when an invoice goes unpaid?
A reminder ladder runs on the schedule you set and escalates to a task for a phone call, so aging balances surface before they get old.
Where this fits in PointWake CRM
This page is one part of PointWake CRM. You can also compare PointWake CRM plans.
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