KeyBoltInvoicing & Payments
Estimates, bills, reminders, late fees, and credit memos.
Send an InvoiceGetting paid is the whole point. KeyBolt's invoice flow is designed to go from completed work to sent invoice in four taps. No manually typing up bills in QuickBooks. No handwri...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 MemosSometimes you need to reduce what a customer owes, maybe you overcharged, a part was under warranty, or you agreed to a discount after the invoice was sent. Instead of voiding t...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 ItIt happens. The job grew, you quoted from the template and forgot the second lock, or you fat-fingered a price. Once an invoice is sent, KeyBolt won't let you quietly edit the a...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...
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