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SlabOSFabrication suiteSlabOS knowledge librarySLABOS / THE WORKFLOW IN ACTION
Take Payment right on the SlabOS invoice: charge a saved or new card, or debit a bank account by ACH (eCheck), through the shop's QuickBooks Payments account. Card details go straight to Intuit and are never stored on SlabOS; the balance and status update on the spot, and the payment is posted to QuickBooks and applied to the invoice. Customers can also pay an emailed invoice online.
SlabOS billing connects customer charges to the job and the quoted work. Invoice documents, recorded payments and applicable payment options let a buyer examine how billing follows the project. The portal provides the customer-facing context; the QuickBooks workflow requires its own reconciliation evidence.
Take Payment right on the SlabOS invoice: charge a saved or new card, or debit a bank account by ACH (eCheck), through the shop's QuickBooks Payments account. Card details go straight to Intuit and are never stored on SlabOS; the balance and status update on the spot, and the payment is posted to QuickBooks and applied to the invoice. Customers can also pay an emailed invoice online.
SlabOS - CARD. ACH. INVOICE. INSIDE SLABOS. - transcript (no voice-over; on-screen text in order)
CUSTOMER WANTS TO PAY.
WHICH SCREEN?
SLABOS · QUICKBOOKS
INVOICE 1042 $5,704.78
TAKE IT RIGHT HERE.
SLABOS · SENT
INVOICE 1042 · MAPLE ST
TOTAL $5,704.78
AMOUNT PAID $0.00
BALANCE DUE $5,704.78
TAKE PAYMENT
TAKE PAYMENT · RIGHT ON THE INVOICE
TAKE PAYMENT
RECORD · CHARGE CARD · BANK (ACH)
CARD.
CHARGE CARD
CHARGE THE CARD.
AMOUNT $2,850.00
VISA •••• 4821 EXP 08/28
NEW CARD
CHARGE $2,850.00
SAVED CARD · KEPT ON THE QUICKBOOKS CUSTOMER
CARD CHARGED $2,850.00
BALANCE DUE $2,854.78 · PARTIAL
PROCESSED BY INTUIT · NEVER STORED ON SLABOS
ACH.
BANK (ACH)
OR DEBIT THE BANK.
AMOUNT $2,854.78
ROUTING NUMBER •••••••••
ACCOUNT NUMBER ••••6612
BUSINESS CHECKING
DEBIT $2,854.78
ECHECK VIA QUICKBOOKS PAYMENTS
BANK PAYMENT SUBMITTED
BALANCE DUE $0.00 · PAID
PAID.
CARD $2,850.00
ACH $2,854.78
IN PAYMENT HISTORY · QB PAYMENTS
AND IN QUICKBOOKS.
QUICKBOOKS
INVOICE 1042 · MAPLE ST
PAYMENT $2,850.00
PAYMENT $2,854.78
BALANCE DUE $0.00
POSTED TO QUICKBOOKS · APPLIED TO THE INVOICE
OR SEND IT.
THEY PAY ONLINE.
INVOICE 1043
PAY ONLINE
SECURE CARD / BANK PAYMENT VIA QUICKBOOKS
SLABOS
CARD. ACH. INVOICE.
QUICKBOOKS PAYMENTS, INSIDE SLABOS
slabos.com
BOOK A DEMO →
Quoted scope or miscellaneous charges, billing amounts, recipient and payment information.
An invoice document and associated payment records.
Trace a synthetic deposit and final invoice back to their job and compare displayed amounts with the retained billing records.
Bring a representative job to a SlabOS demo and see how this capability fits your shop’s work.
Recording money already collected differs from processing a new payment. Fees, processor availability and accounting synchronization need separate verification.
See the customer-facing drawing, document and project experience.
Place this capability within SlabOS estimating, production, inventory and office work.
Explore owner-facing questions about shop records, costs and reporting.
Follow this capability into the connected quote-to-install journey:
SLABOS IN MOTION 04 FILMS
A closer look at the decisions, details and handoffs that make the work happen.
Try to make $4,800 disappear in SlabOS. Delete the invoice: refused while payments are recorded. Remove the payment: a role without Delete can't. Someone with Delete does it: stamped in their change log, and the job still remembers the invoice. slabos.com
Open video ↗Import a bank statement and match its lines to recorded payments and invoices. Review the zero difference, lock the workpaper and invite the accountant to their portal. SlabOS Finance is in beta. Review matches before signing off on the workpaper.
Open video ↗Invoice in SlabOS and it lands in QuickBooks with the same lines and total; then Take Payment charges a card or debits a bank account (ACH) through your QuickBooks Payments account, the balance drops to $0.00, and the invoice shows PAID in both systems. Customers can also tap Pay Online from the email, PDF or portal.
SlabOS-QuickBooks-Payments-v1 - transcript (no voice-over; on-screen text in order)
BILL IN ONE APP.
CHARGE IN ANOTHER?
INVOICE IT.
SLABOS · QUICKBOOKS
INVOICE 2214 · CEDAR LN
COUNTERTOPS $4,980.00
SINK CUTOUT $250.00
INSTALL $760.00
TAX $494.18
TOTAL $6,484.18
BALANCE DUE $6,484.18
GOES TO QUICKBOOKS AS SOON AS IT'S CREATED
SAME LINES · SAME TOTAL
CHARGE THE CARD.
TAKE PAYMENT
CHARGE CARD · BANK (ACH)
AMOUNT $3,000.00
CARD •••• 3108
SAVE CARD TO ACCOUNT ON
CHARGE $3,000.00
CARD CHARGED
TAKE PAYMENT · RIGHT ON THE INVOICE
THROUGH YOUR QUICKBOOKS PAYMENTS ACCOUNT
$3,484.18
LEFT TO PAY.
OR DEBIT THE BANK.
TAKE PAYMENT
BANK (ACH)
AMOUNT $3,484.18
ROUTING •••••4021
ACCOUNT ••••7740
TYPE BUSINESS CHECKING
DEBIT $3,484.18
BANK PAYMENT SUBMITTED
BANK (ACH) · ECHECK VIA QUICKBOOKS
DETAILS GO STRAIGHT TO QUICKBOOKS PAYMENTS
$0.00
PAID.
CARD + BANK · BALANCE DUE $0.00
PAID IN BOTH.
PAID · BALANCE DUE $0.00
PAYMENTS POST TO QUICKBOOKS
OR THEY PAY ONLINE.
INVOICE 2215
BALANCE DUE $4,180.00
PAY ONLINE
CARD OR BANK
$0.00 · PAID
ON THE EMAIL, PDF + PORTAL
CARD OR BANK · PAID IN SLABOS
SLABOS
GET PAID INSIDE SLABOS.
QUICKBOOKS PAYMENTS
slabos.com
BOOK A DEMO →
Follow code-verified signing, an optional deposit invoice, a change order and phone payment through the customer portal until the example balance reaches zero.
Open video ↗Choose a film to play Explore the collection →
The SlabOS knowledge library
Explore the capability guides, workflow articles, product reports and connected resources behind SlabOS.