KeyBoltInvoicing & Payments
Estimates, bills, reminders, late fees, and credit memos.
Choose the Files That Go With a BillOpen a bill's Attachments panel to review its photos and documents. A file kept on the bill and a file included in the customer's email are separate choices. Check the Email swi...Remove a Payment Recorded by MistakeIf you recorded cash, a check, or another manual payment by mistake, open the bill's Payment History and use Remove on the eligible payment. This corrects your records; it does...Send an InvoiceSend a bill from the job or the Invoices page after checking its charges and recipients. Email works on Pro and legacy Basic subscriptions. Sending the payment link by text need...Set When a Bill Is DueEvery bill has a due date, and the due date is what the rest of KeyBolt runs off: the Overdue flag, the Aging report, and the grace period before a late fee lands. You set it wi...Chasing Unpaid InvoicesThe average locksmith shop loses $2,000 to $3,000 per year on forgotten invoices. Not because customers refuse to pay. It is because nobody followed up. KeyBolt does not silentl...Invoice Aging ReportsThe invoice aging report is your single best tool for understanding your shop's cash flow. It shows every unpaid invoice grouped by how long it's been outstanding, so you can sp...Send a Customer a StatementA statement is one document covering everything a customer was billed, paid and credited over a date range you pick. It is what a property manager asks for when they want a sing...Record Partial PaymentsNot every customer pays the full balance at once. A property manager might pay half now and half on completion of a larger job, or a homeowner might need to split a big rekey ac...Send a ReceiptOpen any bill that is fully paid and tap Send Receipt. If the customer has an email saved, it goes there. If not, KeyBolt asks you for an address. The address does not have to b...Issue Credit MemosA credit memo records an agreed reduction, such as an overcharge, warranty, or discount. It does not refund a card payment. Check whether the credit is only issued or has actual...Charge Late Fees on Unpaid InvoicesSome customers pay when you ask. Some pay when it costs them not to. Late fees add a charge to an invoice that's sat unpaid past its due date, and re-send the bill with the new...Change an Invoice After You Sent ItTo change charges on a job, open its bill items, edit them, and save. The job and its associated bill update together. If the bill is past draft, KeyBolt shows This change will...Send Estimates & QuotesSome jobs need a price estimate before the customer commits, especially larger projects like master key systems, access control installs, or whole-building rekeys. KeyBolt's est...Service AgreementsProperty managers and commercial clients often want a maintenance contract: a standing agreement for regular lock service at a set price. KeyBolt's service agreements let you cr...
Still need help? Contact us and we'll respond within 2 business days.