From estimate to invoice to payment, fully connected. Manage retainers, service jobs, subscriptions, and banking in one unified platform.
Purpose-built tools that connect every step of your service delivery workflow.
Accept prepaid funds from clients and deduct automatically as services are delivered. Clients see real-time balances and usage history at any time.
Track every job from estimate approval through progress tracking to completion and invoicing. Keep clients informed at every stage of delivery.
Send structured estimates with built-in approval workflows. Auto-convert approved estimates to invoices and bundle products into service packages.
Track parts and materials at the SKU level via Morsix integration. Automatically tie inventory usage to service jobs for accurate, usage-based billing.
Set up recurring services with flexible billing cycles and automatic renewals. Clients stay subscribed, and invoices are generated on schedule.
Use the Kore.co Wallet to receive client payments, make vendor payouts, and manage internal transfers -- all from a single financial hub.
See how iPaymer links every stage of your service operations into seamless, automated workflows.
Estimate approved by client via the customer portal
Invoice created automatically from the approved estimate
Payment received via credit card, ACH, or retainer deduction
Service updated with payment status and job completion
Service job requested by the client or your team
Estimate approved with scope and pricing confirmed
Job completed with progress tracked throughout
Invoice issued and sent for payment collection
Retainer funded by client with prepaid balance
Services delivered and logged against the retainer
Balance adjusted in real time with full usage transparency
Start your free trial today and see how iPaymer connects estimates, jobs, invoicing, and payments into one seamless workflow.
No credit card required. 14-day free trial.