INVOICING & ACCOUNTING

From the quote to the payment. Keep the numbers connected.

Build itemized invoices, track what customers have paid, and bring billing into the same workspace as sales, service, and accounting. Spend less time chasing records and more time running your water-treatment business.
Explore an Example Invoice
For water-treatment dealers, installers, service businesses, and growing teams.

Invoices connected to the customer

Track invoice numbers, billed items, due dates, totals, and balances from the customer’s record.

Payments reflected in the balance

See full and partial payments, recorded allocations, and the amount still outstanding.
SEE HOW THE NUMBERS CONNECT

A clear invoice. A clear balance.

This fictional example illustrates how an invoice and its recorded payment activity fit together. It is sample website content—not a live customer invoice or actual payment data.

Invoice total

$2,850.00 · Example invoice INV-1042 for installation and maintenance services.

Payments recorded

$1,850.00 · Example payments allocated to the invoice.

Balance due

$1,000.00 · Remaining amount after the example payments.

Itemized customer invoice

INV-1042 · Example line items: Water softener installation $1,600; carbon filtration service $850; maintenance supplies $400. Total $2,850.

Payment and status history

Example: $1,250 deposit received, $600 later recorded, $1,000 still due. The real invoice record keeps the status and allocations connected.
FROM WORK PERFORMED TO PAYMENT

Keep each billing step connected.

Turn an approved quote or completed work into an invoice, record what was charged, and follow its payment status without losing customer or project context.

Prepare the invoice

Start with customer and work details; add the relevant items, pricing, terms and tax information.

Issue and track

Keep invoice numbers, issue dates, payment terms, due dates and invoice status together.

Record customer payments

Capture recorded payments and allocations, including partial payments and remaining balances.

Continue the customer relationship

Make invoices and payment information available in the appropriate customer and business workflows.
PAYMENTS & RECEIVABLES

Know what came in—and what is still owed.

Payment records and invoice balances stay connected. Your team can review outstanding invoices, customer payments and the history behind adjustments, rather than treating each transaction as an isolated number.

Partial payments and allocations

Track amounts paid against invoices and calculate the remaining balance from recorded allocations.

Payment adjustments and reversals

Maintain structured records for applicable refunds, adjustments, and changes in payment state.

Documents and customer visibility

Keep customer-facing financial records accessible through the supported account and portal workflows.

Connected quotes and subscriptions

Link billing with related quotes, projects, services, and configured recurring billing workflows where enabled.
ACCOUNTING THAT GOES BEYOND INVOICES

One clearer view of your financial operations.

H2O Pro Suite includes accounting tools for accounts, journals, banking activity, vendor bills, and financial controls. The goal is to help the business follow its money from daily transactions to reporting.

Chart of accounts and journals

Maintain accounts and journal entries, with controlled posting and reversal workflows.

Banking and reconciliation

Track bank accounts, transactions and transfers; review reconciliation records.

Vendor bills and payments

Record payables and vendor bill payments alongside customer-side invoicing.

Tax and financial periods

Work with recorded tax lines and controls around financial period status and authorized adjustments.

Budgeting and cost visibility

Use configured budgets and accounting summaries to help evaluate business performance.

Financial reports and exports

Connect invoices, payments and accounting data to supported reports and export workflows.

Professional control remains important

Software can organize financial records, but businesses are responsible for accurate tax treatment, reconciliations and financial review. Available accounting actions depend on roles and configuration.
CONNECT YOUR FINANCIAL TOOLS

Your accounting. Your bank. Your choice of payment providers.

Connect QuickBooks Online for your accounting workflow, bring supported bank transactions into view through Plaid, and offer customers flexible ways to pay with H2O Payment Center. Keep the financial side of your water-treatment business connected without forcing every dealership into one payment provider.

QuickBooks Online

Connect your QuickBooks Online company, align customer invoices and payment records with your accounting workflow, and review synchronization activity and exceptions.

Plaid-connected banking

Link supported bank and credit accounts securely, bring transaction activity into the accounting workspace, and match transactions during reconciliation.

H2O Payment Center

Accept customer payments with H2O Payment Center using the provider that fits your dealership, including Stripe, Square, PayPal, Authorize.net, and other available payment options.

Keep the books connected

Use H2O Pro Suite accounting alongside the external tools your dealership already relies on. Review mapped accounts, connected records, and synchronization history.

Review payments and bank activity

See invoice payments, account balances, bank transactions, and reconciliation exceptions in the right workflow, without counting the same transaction twice.
Available bank connections, payment methods, and financial services depend on your providers, authorized accounts, and dealership settings.
SEE THE COMPLETE BUSINESS WORKFLOW

From customer work to a clearer financial picture.

See how customer invoices, connected accounting, payment-provider choices, bank reconciliation, and business reporting work together in H2O Pro Suite.
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