Unlocking Your Cash Flow

Cashflow is the oxygen of your business. OraServ's billing engine is explicitly designed to compress your Accounts Receivable timeline from an agonizing 30 days down to less than 5 minutes.

The Invoice Life Cycle Explained

sequenceDiagram
    autonumber
    participant Dispatcher
    participant OraServ Engine
    participant Customer
    participant Stripe Gateway
    Dispatcher->>OraServ Engine: Clicks "Convert Completed Job to Invoice"
    OraServ Engine->>Customer: Dispatches Professional PDF & "Pay Now" Portal Link
    Customer->>Stripe Gateway: Enters Card via secure Checkout Page
    Stripe Gateway-->>OraServ Engine: Fires Background Webhook (Payment Cleared!)
    OraServ Engine->>Dispatcher: Marks Invoice as "PAID" instantly

1. Generation: Once a job is marked completed by the field tech, the dispatcher simply clicks the "Invoice Job" action. The finalized line items, labor hours, and materials from the dispatch instantly pull straight across to form the invoice draft. No double data entry required!
2. Delivery: The Invoice is emailed uniquely. The beautiful PDF attached acts as a standard printable receipt for traditional clients, while the glowing "Pay Now" button inside the email body incentivizes instant digital payment.

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How to Collect Payments via Stripe

To accept live credit cards seamlessly across all platforms, you must first bind an active Stripe account:

1. Navigate to Platform Settings -> Integrations.
2. Click Connect Stripe. You will be securely hijacked to Stripe's onboarding architecture.
3. Provide your business identity, tax documents (EIN), and standard direct-deposit banking information securely directly to Stripe.
4. Once returned to OraServ, the system will proudly indicate Stripe is "Active".

The Customer Checkout Experience:

1. Your client clicks the Pay Invoice button inside their email.
2. This opens a gorgeous, branded checkout page entirely hosted by OraServ on their mobile phone or desktop browser.
3. The client effortlessly types their Credit Card details, or uses biometric payment logic like Apple Pay or Google Pay for a 1-tap checkout!
4. Upon successful validation, the Stripe gateway fires a silent webhook back to OraServ.
5. The Invoice automatically flips its status to "PAID" on your master dashboard, and the funds natively hit your business bank account automatically (typically on a rolling 2-day sequence depending on Stripe risk-profiles).

[!TIP] Defeating Overdue Payments OraServ rigorously tracks the "Due Date" on the invoice relative to your Terms (e.g., Net 30). You can configure your automations to automatically text your client "Hey {{client.firstName}}, you have an invoice past due by 5 days. Click here to pay: {{invoice.link}}" without a single human lifting a finger!