What It Does
SalesButler's invoicing handles everything a service business actually needs: configurable sales tax (org default with per-invoice override), deposits and partial payments tracked in a clean ledger, Stripe payment links that regenerate when the amount-due changes, customer-facing PDFs with embedded signature, and inventory auto-deduction for line items linked to your stock catalog. Built-in atomic payment ledgering keeps your books accurate even under concurrent updates.
Step-by-Step Guide
Build the Invoice
Add line items, link to inventory if applicable, set tax rate (defaults to org default).
Send via Link
Customer receives an SMS or email with a secure portal link to view and pay.
Take a Deposit
Customer can pay a partial amount; the ledger tracks every transaction.
Stripe Auto-Regenerates
When the amount-due changes (deposit paid, invoice edited), the Stripe link refreshes automatically.
Mark Paid
Once full payment lands, the invoice is marked paid and inventory is auto-deducted.
Why You'll Love This Feature
Configurable Sales Tax
Org default plus per-invoice overrides — auto-computed on subtotal.
Deposits & Partial Pay
Track every payment in a clean ledger, not a spreadsheet.
Stripe Link Refresh
When amount-due changes, the Stripe link regenerates automatically.
Signed PDF Output
Customer-facing PDFs embed signature, signer name, and ISO timestamp.
Inventory Auto-Deduct
Line items linked to inventory items deduct stock when paid.
Atomic Updates
Single-SQL atomic updates protect your books from race conditions.
Perfect For
Service businesses that take deposits before scheduling
Multi-stage projects with progress invoices
Trades with state and local sales tax requirements
Inventory-heavy shops where stock deduction matters
Replacing QuickBooks invoice flows for the field side of the business