Invoicing and Payment Collection

Invoicing in Eneris allows you to create professional invoices for your inspection services directly from within an Inspection. Combined with Pricing Items, you can build a reusable library of your common services and fees, making invoice creation fast and consistent. With Payment Collection, you can also get paid without leaving Eneris: take a card payment on the spot or email your client a payable invoice.

The invoicing workflow is simple:

1. Set up your Pricing Items once (your service catalog)
2. Create an Invoice from any inspection
3. Add line items from your pricing library or create custom items
4. Share the invoice via email or download as PDF
5. Collect payment online, or record a payment you received another way
6. Track what is still outstanding on the Invoices tab

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Pricing Items are reusable across all your invoices. Set them up once and add them to any invoice with a single click.

Creating an Invoice

Create Invoice from Inspection

Invoices are created within an Inspection. Each inspection holds a single invoice, shown on its Invoice card. To create one:

1. Open the Inspection you want to invoice.
2. On the Invoice card, select Add.

3. Add line items.
4. Optionally, add a Memo for additional notes.
5. Select Create invoice.

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The system automatically generates an invoice number in the format INV-YYYY-NNNNN (e.g., INV-2026-00001).

Adding Line Items

You can add line items to your invoice in two ways:

From Pricing Library:

1. Select + Pricing item.
2. Choose one or more items from your pricing library.
3. Adjust the quantity if needed.

Custom Item:

1. Select + Custom.
2. Enter the item Name.
3. Enter the Price per unit.
4. Set the Quantity.
5. Optionally, set a Tax rate.

Adjusting Pricing Item Quantity

When creating an Inspection invoice you can update the quantity of a line item. To update the quantity:

1. Select the pricing item you added.
2. Update the Quantity.
3. Select Save changes.

Automatic Calculations

Eneris automatically calculates all invoice totals:

• Line Total: price per unit × quantity for each item
• Line Tax: line total × tax rate for each item
• Subtotal: sum of all line totals
• Tax: sum of all line taxes
• Total: subtotal + tax total

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All calculations update in real-time as you add or modify line items.

The Invoice Card

Once an invoice exists, the inspection's Invoice card becomes your working view of it. It shows the invoice status, the total, and the issue date, and it puts every action you need on the card itself. Select Edit at any time to open the invoice and change its line items, memo, or payment details.

While the invoice is unpaid, the card leads with the two ways to close it out. Collect payment takes the money through Stripe, and Mark paid records money that reached you another way. Email invoice and Download PDF sit below as quieter actions.

Once it is paid, the card shows the date it was paid and keeps only Email invoice and Download PDF.

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Collect payment only appears on teams that have Payment Collection set up. With it off, Mark paid takes the lead position on its own.

Invoices

The Invoices tab is what you land on when you select Invoicing from the navigation menu. It lists every invoice you have access to, so you can see what is still outstanding without opening your inspections one at a time.

Totals at a Glance

Three totals sit above the list:

• Outstanding: the combined total of every unpaid invoice in the list
• Paid: the combined total of every paid invoice in the list
• Invoices: how many invoices are in the list

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The totals always describe the invoices currently shown, so they update as you filter. Outstanding and Paid are rounded to the nearest dollar, while each row keeps its exact amount.

Filtering the List

Use the All / Unpaid / Paid control to filter by status, then narrow further with the filters beside it.

Filter by invoice date:

1. Select Dates.
2. Choose a start date, then an end date. Selecting a single day filters to that day.
3. Select Apply.

Select Clear to remove the filter.

Filter by team member:

1. Select Members.
2. Choose one or more team members, or use Select all.
3. Select Apply.

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The Members filter is only available to team members with the Admin or Scheduler role, since an Inspector already only sees their own invoices. See Who Sees Which Invoices.

Row Actions

Every row leads with its invoice number and carries one labeled action:

• Unpaid invoices show Mark paid. See Mark an Invoice Paid.
• Paid invoices show Share, which emails the invoice.

Select ••• on any row for the full set of actions:

• Collect payment: take a card payment or email a payable invoice (unpaid invoices, on teams with Payment Collection set up)
• Email invoice: send the invoice to your client
• Download PDF: download the invoice as a PDF
• View inspection: open the inspection the invoice belongs to
• Edit invoice: open the invoice to change its line items or details

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Selecting the row itself opens the invoice directly, without going through its inspection.

Export to CSV

Select Export CSV to download the invoices you are currently viewing as a spreadsheet. Whatever status, date, and member filters are active also apply to the export.

The file contains ten columns: Invoice number, Invoice date, Status, Payment status, Subtotal, Tax, Total, Payment method, Paid date, and Memo.

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The export is generated when you select Export CSV, so it reflects your invoices at that moment. If a teammate changed an invoice since you opened the page, the file will include their change.

Who Sees Which Invoices

What appears on the Invoices tab depends on your role:

• Admin and Scheduler see every invoice on the team.
• Inspector sees invoices for the inspections they are the primary inspector on, plus any inspection that has been shared with them.

See Multi-Inspector for more about roles, and Manage Access for sharing an individual inspection.

Payment Tracking

Invoice Status

Each invoice has a payment status:

• Unpaid: invoice has been created but payment has not been recorded
• Paid: payment has been recorded for this invoice

The status is displayed as a badge on the invoice, making it easy to track outstanding payments.

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When a client pays online through Payment Collection, the invoice is marked Paid automatically. You only need to record a payment manually when it was received outside Eneris (e.g., cash or check).

Mark an Invoice Paid

Mark paid is the quickest way to record a payment you received outside Eneris. It is available on any unpaid invoice, both on a row in the Invoices tab and on the Invoice card of an inspection.

1. Select Mark paid.
2. Choose a Payment method. Choosing Other requires a short description of how you were paid.
3. Set the Paid date, which defaults to today.
4. Select Mark as paid.

Recording Payment on the Invoice

You can also record a payment while editing the invoice itself, which is useful when you are already changing its line items:

1. Open the invoice.
2. Change the Invoice Status to Paid.
3. Select a Payment Method:
   • Cash
   • Check
   • Debit Card
   • Credit Card
   • Bank Transfer
   • Peer-to-Peer
   • Other (enter a custom description)
4. Set the Paid Date.
5. Select Save changes.

Payment Collection

Payment Collection lets you collect invoice payments directly through Eneris, powered by Stripe. Once your payment account is set up, you can take a card payment on the spot or email your client a payable invoice, and Eneris updates the invoice automatically when the payment comes through.

Set Up Your Payment Account

Before you can collect payments, you must first set up a payment account:

1. Select Invoicing from the navigation menu.
2. Select the Payments tab.
3. Select Set up payments.

4. Select your Business country (Canada or United States) and select Connect with Stripe.

5. You will be redirected to Stripe to complete onboarding. Start by entering the email address associated with your business. It is important to have any applicable business tax IDs and banking information for payouts ready to ensure a successful setup.

6. Verify your personal details: your legal name, email, job title, date of birth, and home address.

7. Tell Stripe about your business: select your industry, then add your website and a short description of your services.

8. Add the public details your customers will see: the statement descriptor shown on their credit card statements and your business support phone number.

9. Choose whether to opt in to Stripe Tax. Stripe Tax monitors your tax registration thresholds and can automatically calculate and collect tax on your payments. Stripe charges an additional fee for this once tax is calculated on your transactions.

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If you opt in to Stripe Tax, set the tax rate on all of your Pricing Items to 0. Eneris already adds the tax from your pricing items to the payment total, so leaving both enabled would collect tax twice.

10. Review your details and make any last-minute changes, then select Agree and submit. Stripe will provide warnings for fields that were missed or require more information.

Once onboarding is complete, your account shows as Active and you can start collecting payments. If you leave onboarding partway through, return to the Payments tab and select Continue onboarding to pick up where you left off.

From the Payments tab you can also:

• Open Stripe dashboard: view payouts, transactions, and account details in Stripe. From there you can also customize the branding shown on your payable invoices under Settings → Business → Branding.
• Unlink payment account: disconnect your team's payment account from Eneris.

Unlinking only disconnects the account from Eneris. Your Stripe account stays open and remains yours, along with your payout history and past transactions. Eneris cannot close it for you: to delete the Stripe account itself, sign in to the Stripe dashboard and close it from there.

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Only team members with the Admin role can set up or unlink the payment account. See Multi-Inspector permissions for details.

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Your business country (and its currency) is set once during setup and cannot be changed afterwards. If you unlink your payment account, you will need to complete setup again before collecting payments.

Take Payment Now

To take a card payment on the spot:

1. Open the Inspection's invoice.
2. Select Collect payment in the Payment details section.

3. Select Take payment now.

4. Have your client complete the card payment in the secure Stripe checkout. The checkout shows your invoice line items and total, and accepts cards as well as wallets like Apple Pay.

Once the payment is processed, the invoice is automatically marked as Paid.

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You can also start this flow without opening the invoice: select Collect payment on the inspection's Invoice card, or ••• then Collect payment on a row in the Invoices tab.

Email a Payable Invoice

To collect payment by email:

1. Open the Inspection's invoice.
2. Select Collect payment in the Payment details section.
3. Select Email invoice.
4. Enter your client's email address.
5. Select Send payable invoice.

Your client receives a Stripe-hosted invoice they can pay online, with payment due in 1 day. The invoice's payment status changes to Payment sent, and the invoice is marked Paid automatically once your client pays.

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To email the invoice as a PDF without collecting payment online, use Share via Email instead.

Payment Statuses

Invoices collected through Payment Collection show a payment status badge alongside the invoice status:

• Payment sent: a payable invoice has been emailed to your client.
• Payment refunded: the payment was refunded.
• Payment voided: the payable invoice was voided.
• Payment failed: the payment attempt failed.

When the payment is completed, the payment badge is replaced by the invoice status changing to Paid.

These statuses are updated automatically from Stripe. The manual Invoice Status (Payment Tracking) remains available for payments received outside Eneris.

Payment Collection Fees

Eneris does not charge any payment collection fees.

Stripe charges a payment collection fee of 2.9% + $0.30 per card transaction. If you opted in to Stripe Tax during setup, Stripe charges an additional fee once tax is calculated on your transactions.

• e.g., On a $500 payment, Stripe will charge ($500 × 2.9%) + $0.30 = $14.80.
• Learn more about Stripe's fees on their website.

Payment Deposit Times

The first deposit may take 8-10 days for funds to clear due to Stripe's automated fraud detection systems. After that, 2-3 days can be expected for most transactions (depending on your banking institution or whether it is a weekend or holiday).

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Eneris never has access to your clients' credit card information. Card processing is handled entirely by Stripe, a Payment Card Industry (PCI) compliant transaction processor with enhanced security and fraud detection. If you need a more advanced accounting workflow, Stripe offers third-party integrations with various accounting software.

Pricing Items

What are Pricing Items?

Pricing Items are reusable service entries that you can quickly add to invoices. Each pricing item includes:

• Name: a description of the service (e.g., "Home Inspection - Standard")
• Price per unit: the price per unit
• Tax Rate: the applicable tax percentage

By maintaining a library of pricing items, you ensure consistent pricing across all your invoices and save time during invoice creation.

View Pricing Items

To view your existing Pricing Items:

1. Select Invoicing from the navigation menu.
2. Select the Pricing items tab.

You will see a list of all your saved pricing items with their names and prices.

Create a Pricing Item

To create a new Pricing Item:

1. Select Invoicing from the navigation menu.
2. Select the Pricing items tab.
3. Select Create new pricing item.
4. Enter a Name for the item (e.g., "Radon Testing").
5. Enter the Price per unit.
6. Optionally, set a Tax rate percentage.
7. Select Create.

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Create pricing items for all your common services before you start invoicing. This makes creating invoices much faster.

Edit a Pricing Item

To modify an existing Pricing Item:

1. Select Invoicing from the navigation menu.
2. Select the Pricing items tab.
3. Select the item you wish to edit.
4. Update the Name, Price per unit, and/or Tax rate as needed.
5. Select Save changes.

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Changes to a Pricing Item only affect new invoices. Existing invoices retain the pricing that was set when they were created.

Delete a Pricing Item

To delete a Pricing Item:

1. Select Invoicing from the navigation menu.
2. Select the Pricing items tab.
3. Select the item you wish to delete.
4. Scroll to the bottom and select Delete pricing item.
5. Confirm the deletion when prompted.

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Deleting a Pricing Item cannot be undone. Existing invoices using this item will retain their line item data.

Invoice Actions

Download PDF

To download an invoice as a PDF:

1. Navigate into the Inspection.
2. On the Invoice card, select Download PDF.
3. Download the PDF on your device.

The PDF includes your business information, invoice details, line items with calculations, and any memo you added.

If the Inspector Profile on the inspection has a Business tax ID on file, it prints directly under your business address (for example, GST/HST No. 123456789RT0001). Profiles without one print nothing in its place. The same profile can also stamp your Inspector signature on the invoice, though that is off by default.

Share via Email

To share an invoice with your client via email:

1. Navigate into the Inspection.
2. On the Invoice card, select Email invoice.
3. Add recipients in the To field. Your Inspection contacts are offered as suggestions below it, so you can add one with a single select.
4. Optionally, select Cc/Bcc to add additional recipients.
5. Optionally, choose an Email template to fill in the subject and message for you.
6. Review the Subject, which is prefilled from the inspection.
7. Add a Message for the recipient.
8. Review the Signature block, which is prefilled from your profile and business details.
9. Select Send.

The email includes a link to view the invoice online, along with a PDF attachment.

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You can also download or email an invoice from the Invoices tab using the ••• menu on any row. See Row Actions.

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Anyone with access to the public invoice link will be able to view the invoice. Only share invoice links with intended recipients.