BOOKING, PAYMENTS & CUSTOMER EXPERIENCE

Payments & Invoicing Systems

Payments & Invoicing systems centralize how your business gets paid. We build, configure, and connect the tools you need to create professional estimates, proposals, and contracts. These systems automate sending invoices and allow your customers to pay online easily.

  • Software
  • Setup & implementation
  • Custom build
  • Consulting & strategy
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The problem it solves

Manually creating invoices, chasing down payments, and using separate systems for estimates and contracts is inefficient and slows down your cash flow. This disconnected process can lead to errors, delays, and a poor experience for your clients.

How LATTICE helps

We build a connected business backbone that automates your financial workflows, from proposal to payment. Our systems generate professional documents, send automated payment reminders, and provide a secure client portal for payments and e-signatures. This streamlines your operations and makes it easier for customers to do business with you.

How it works

  1. 01Create Estimate or Proposal

    Generate and send professional estimates, quotes, or proposals with itemized services and pricing for client approval.

  2. 02Send for E-Signature

    Attach contracts or service agreements to your proposals, allowing clients to provide a legally binding e-signature online.

  3. 03Convert to Invoice

    Once an estimate is approved or a contract is signed, the system automatically converts the document into an official invoice.

  4. 04Deliver Invoice & Reminders

    The invoice is sent to the client via email or text, and automated payment reminders are scheduled for any unpaid balances.

  5. 05Accept Online Payment

    Clients pay conveniently and securely through a dedicated payment link or a secure customer portal using a credit card or bank transfer.

  6. 06Track Revenue & Reporting

    All payment activity, outstanding invoices, and revenue totals are automatically tracked and displayed in your business dashboards.

What it can do

  • Invoices & Payments
  • Estimates & Proposals
  • Contracts & E-Signatures
  • Recurring Payments
  • Online Payments
  • Payment Links
  • Automated Invoice Reminders
  • Payment Follow-Up Automation
  • Proposal Workflows
  • Checkout Systems
  • Customer Portals
  • Revenue Reporting

Example use cases

Contractor Workflow

A roofing contractor sends a detailed proposal with a contract attached for e-signature. Once signed, the system automatically generates the initial deposit invoice and schedules payment reminders.

Consulting Engagement

A business consultant uses the system to send a service agreement and invoice for a recurring monthly retainer. The client's card is charged automatically each month, and receipts are sent without manual work.

Creative Studio Project

A web design studio sends an estimate for a new project. The client approves it online, which triggers an invoice for the project deposit. The final payment is requested automatically upon project completion.

Who it is for

  • Contractors
  • Home Services
  • Consultants
  • Marketing Agencies
  • Law Firms
  • Creative Studios
  • B2B Service Providers
  • Professional Services
  • HVAC & Plumbing

Related capabilities

Questions

Can I connect my existing payment processor?

We can often integrate with popular payment processors like Stripe and PayPal. We will review your existing technology during our discovery process to determine the best integration path.

Does this handle recurring payments or subscriptions?

Yes. We can build systems to manage recurring invoices and automated payments for retainers, memberships, or subscription-based services.

Can customers sign contracts or proposals electronically?

Absolutely. Our systems can include integrated e-signature capabilities, allowing clients to approve proposals and sign contracts digitally as part of a single, streamlined workflow.

What happens when an invoice is overdue?

We can configure automated payment reminder sequences. The system can send a series of polite emails or text messages to follow up on overdue invoices without requiring manual action from your team.

Can I create estimates and proposals with this system?

Yes. We design proposal and estimate systems that allow you to create, send, and track professional documents. Approved estimates can often be converted directly into invoices to save time.

Talk to us about Payments & Invoicing.

Tell us how your business runs today and what you need. We will reply with a clear plan.

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Part of Booking, Payments & Customer Experience on the services overview.