Payments and Refunds

Spend less time waiting for paperwork, and get paid faster!

Don’t let administrative work stop you from running your business or getting paid on time. OctopusPro makes it easy to manage the invoices and payments from start to finish. OctopusPro’s ePayment integrations allow you to securely collect online payments and deposits from your clients.

Key features

  • Receive and refund payments
  • Track and approve payments
  • Automatically manage outstanding invoice reminders
  • Create, import and export data
  • Detect duplicate payments
  • Set custom due dates per customer type or per customer
  • Manage customer payments
  • Manage contractors and field workers payments

Get organised

  • Turn a quote into a job with a click
  • Invoice completed jobs with a click
  • One final click, and the invoice is paid, it’s that easy!

Get paid online

Email invoices to your clients and include a link for them to pay online by credit card with OctopusPro’s ePayments feature, support for all currencies.

Get paid on time!

  • Capture online credit card payments
  • Get paid instantly and securely via online invoice

Payment tracking

We can all agree that it’s pretty important to get paid. With OctopusPro, tracking your client’s invoices and payments is all done for you, so you’ll never forget to send that invoice again.

Quick invoice reminders

With OctopusPro’s batch invoicing feature you can select all of your past due invoices and email reminders to your clients.

Automated credit cards payments

For clients that want to be charged automatically when work is done, OctopusPro allows you to securely charge your clients credit card information with ease.

Easily refund payments

If you ever need to refund a customer any amount, it only takes a click on to.

Who owes you money?

OctopusPro makes it easy to stay organised with a complete billing history for each client, showing detailed information of all invoices, payments and current account balance.

Manage contractor and field worker payments

OctopusPro allows you to also manage the payments of your sub-contractors and field workers based on set percentage per service or by a set hourly rate.

Smart invoice lists

Keep track of how many invoices are awaiting payment and how many are due for payment, along with the dollar amount the invoices are worth for each status.

Automated payment confirmation email

You can set your account to automatically email customers their payment confirmation once the payment has been approved by the office.

Lots of Choice

OctopusPro provides multiple choices for ePayments, including support for eWay, Paypal & Stripe.

Detect duplicate payments

Easily detect duplicate payments to avoid missing out on your payments.

Custom due dates

Set different due dates per customer type or per customer.

Manage your customers, staff & payments all together

customer booking and mobile workforce management

Business benefits

  • Centralise information for staff efficiency
  • Access your system anywhere with internet and a browser
  • Offline access for your site workers using their app
  • Manage thousands of payments effortlessly
  • Capture data for business analytics, operational optimisation and marketing
  • Better compete with prices using custom pricing
  • Meet your customers desired availability
  • Pay your contractors and field workers effortlessly
lead conversion estimate booking invoice

OctopusPro mobile workforce booking management system is an integrated online solution for service based businesses of all sizes, with connectivity and integration with leading CRMs and accounting systems.

OctopusPro is designed as the ideal management tool for all mobile or field services, from cleaning, to gardening, mowing, locksmiths, pool care, plumbing, antennas, dog washing, baby sitting, car detailing, removals, skip bins, private tutoring, security, painting, tiling, heating & cooling, solar system installations, pest control, or whatever it may be that your business offers as a service to it’s clients. OctopusPro is also ideal for real estate agents & builders to manage contractors that work on properties they manage.

Growth

Grow your business through optimising resource availability, operational costs & marketing potential with OctopusPro.

Efficiency

Manage more bookings per staff member & increase your online bookings, revenue and profit. 

Profitability

Enjoy the benefits of happier customers & happier staff when you transform your business with OctopusPro.

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