Frequently Asked Questions

Service Invoice Pro has two plans:

• Free — $0/month. Create invoices, manage customers and jobs, use the dashboard, and share invoices via link. Invoices include a small “Powered by Zentive” badge.
• Pro — $19/month. Everything in Free, plus online payments, email sending, payment reminders, recurring invoices, branding removal, and team management.

Additional team members on Pro are $10/seat/month. There are no setup fees, hidden charges, or long-term contracts. See Free vs Pro for a full comparison.

When you’re on the Pro plan, you can connect your own Stripe account to accept credit card and ACH bank transfer payments directly from your invoices.

Here’s how it works:

1. You connect Stripe in Settings > Payments.
2. Your customer receives an invoice with a Pay Now button in the customer portal.
3. The customer pays via Stripe Checkout (credit card or bank transfer).
4. The invoice is automatically marked as paid.
5. Funds go directly to your Stripe account — Service Invoice Pro takes 0% platform fee.

Stripe charges their standard processing fees: 2.9% + 30¢ for cards and 0.8% (capped at $5) for ACH. See Payment Fees for details.

There’s no native mobile app at this time. However, Service Invoice Pro is fully responsive and works well in mobile browsers. You can create invoices, manage customers, and view your dashboard from your phone or tablet.

Tip: Add the site to your home screen for quick access — it works like an app without needing to install anything.

On the Pro plan, you can invite team members to help manage your invoices. Team members can:

• Create, edit, and send invoices
• Manage customers and jobs
• View the dashboard and reports

Team members cannot access:

• Billing and subscription settings
• Payment settings (Stripe Connect)
• Business info, branding, or invoice settings
• Team management (inviting/removing members)

Only the account owner has access to all settings. Additional seats are $10/seat/month. See Free vs Pro for plan details.

If you cancel:

• You keep Pro access until the end of your current billing period.
• After that, your account reverts to the Free plan.
• All your data is preserved — invoices, customers, jobs, and everything else stays safe.
• You just won’t be able to use Pro features (online payments, reminders, recurring invoices, team management) until you re-subscribe.

You can re-subscribe at any time from Settings > Billing and your Pro features are reactivated immediately. See Managing Your Subscription for details.

Yes. Go to Settings > Invoice to configure:

• Invoice number prefix — the text at the beginning of every invoice number (default: “INV-”). You can change it to anything, like “SI-” or your company initials.
• Next invoice sequence — the number assigned to your next invoice. Set this to continue from where you left off if migrating from another system.

Invoice numbers are displayed with the prefix followed by a 5-digit padded number. For example, with prefix “INV-” and sequence 42, the invoice number is INV-00042.

See Invoice Settings for full details.

Every invoice email includes an unsubscribe link. If a customer clicks it, they won’t receive any further emails from your account — including invoices and payment reminders.

You can still share invoices with unsubscribed customers by sending them the portal link directly (copy the link from the Share dialog).

Unsubscribed customers won’t appear in the email recipient dropdown when you try to send an invoice via email.

Recurring invoices (Pro feature) let you set up templates that automatically generate new invoices on a schedule. You choose:

• Frequency — weekly, biweekly, monthly, quarterly, or yearly
• Start date — when to begin generating invoices
• End date — optional; when to stop generating
• Auto-send — optionally email the invoice automatically when it’s generated

Each time the schedule triggers, a new invoice is created from the template with updated dates. If auto-send is off, invoices are created as drafts for you to review before sending.

Yes. Go to Settings > Branding to customize:

• Logo — upload your business logo (PNG, JPG, or SVG, up to 5 MB)
• Primary color — used for headings, buttons, and accents on your invoices
• Secondary color — used for supporting elements
• Font — choose from Inter, Roboto, or Lora

Your branding appears on the invoice PDF and in the customer portal. On the Free plan, invoices include a “Powered by Zentive” badge — upgrade to Pro to remove it.

See Branding for the full guide.

Yes. Press Ctrl+K (or Cmd+K on Mac) from anywhere in the app to open global search. You can search for:

• Invoices (by number or customer name)
• Estimates (by number or customer name)
• Customers (by name or email)
• Jobs (by title)
• Expenses (by description or vendor)

Search results are grouped by type with clickable links to jump directly to the item.

An estimate is a quote you send before starting work — it tells the customer what the job will cost. An invoice is a bill you send after the work is done (or in progress) to collect payment.

With a Pro subscription, you can send estimates for customer approval. Once accepted, convert an estimate to an invoice with one click. All the details (line items, tax, discount) carry over automatically.

See Estimates for the full guide.

Expense tracking (Pro feature) lets you record business expenses with categories (Materials, Labor, Equipment, Subcontractor, Other), attach receipt images or PDFs, and link expenses to jobs for profitability tracking.

You can filter and sort your expense list, bulk delete, export to CSV, and view detailed reports with category breakdowns, job profitability, and monthly trends.

See Expenses for the full guide.

Yes. You can import invoices from CSV from the Invoices area using the import option. Make sure your file uses the required template/columns before uploading.

If you’re migrating from another system, you can set your invoice number sequence to continue from where you left off, so your numbering stays consistent.

Service requests are now part of Leads. New website form submissions create leads automatically with source Web Form.
Use the Leads page to track stage, add follow-up tasks, and convert to jobs or estimates.

• Service Agreements manage recurring work, visit schedules, and agreement lifecycle.
• Membership Billing handles automatic card charging for agreements.

You can run agreements in manual billing mode or membership auto-bill mode (Pro).

Service Invoice Pro is built for service-based businesses. During onboarding, you can select your business type from:

• Landscaping
• Lawn Care
• Cleaning
• Plumbing
• Electrical
• HVAC
• General Contracting
• Other

The app works for any service business that needs to create and send invoices — whether you’re a solo operator or have a small team.

Your data is never deleted when you cancel your Pro subscription or stop using the app. All your invoices, customers, jobs, and settings are preserved indefinitely.

If you re-subscribe to Pro later, everything is exactly as you left it.

If you want your data permanently deleted, contact support and we’ll take care of it.

Each account has a 100 MB storage pool for file uploads — this includes receipt images on expenses, estimate photos, checklist photos, and logo uploads.

If you’re running low on storage, consider removing old receipt images or unused files. Storage usage is visible in Settings.

Yes. Equipment management is a Pro feature that lets you:

• Create profiles for each piece of equipment (mowers, trimmers, trucks, trailers)
• Track maintenance history and costs
• Calculate depreciation for tax purposes
• Manage equipment loans and customer rentals
• View equipment locations on a GPS fleet map

See Equipment Management for the full guide.

Recurring tasks (Pro feature) let you set up tasks that automatically repeat on a schedule — daily, weekly, biweekly, monthly, or quarterly. Each occurrence is generated automatically and assigned to the same team member.

Common uses: weekly equipment inspections, monthly supply ordering, daily shop cleanup.

See Recurring Tasks for setup details.

No. Team members can only see their own performance data on the personal “Me” page — their jobs completed, revenue generated, and hours worked.

Leaderboard rankings and other team members’ individual metrics are visible to business owners only. This protects privacy while still giving each team member visibility into their own contributions.

See Team Performance for details.

QuickBooks Online (any plan) works for syncing customers, invoices, payments, and service items.

For timesheet sync, you need QuickBooks Online Plus or higher with QuickBooks Payroll enabled. This is because timesheet entries are synced as QB Time Activities, which require the Payroll feature.

QuickBooks Desktop (Pro, Premier, Enterprise) is not supported — only QuickBooks Online.

See QuickBooks Integration for the full overview.

No. Service Invoice Pro only integrates with QuickBooks Online. QuickBooks Desktop (Pro, Premier, Enterprise) is not supported.

If you currently use QuickBooks Desktop, you would need to migrate to QuickBooks Online to use this integration. Intuit provides migration tools to help with the transition.

No additional cost. The QuickBooks integration is included with the Pro plan at no extra charge. There are no per-sync fees or usage limits.

Push to QuickBooks (automatic):

• Customers
• Invoices
• Payments
• Service items
• Timesheet entries (as Time Activities)
• Stripe payouts (as Deposits and Journal Entries)

Pull from QuickBooks (on-demand import):

• Customers
• Products and services
• Invoices

Sync is one-way per entity type. Changes made directly in QuickBooks are not automatically pulled back into SIP — you’d need to use the import feature to pull updates.

See Sync Settings for details on what triggers each sync.

No. Disconnecting removes the sync link between the two systems, but your data in both Service Invoice Pro and QuickBooks is preserved completely.

• Your SIP invoices, customers, and payments remain intact
• Your QB records stay in QuickBooks
• Only the reference IDs linking the two are cleared

You can reconnect at any time. See Disconnecting for full details.

Stripe charges standard processing fees that come directly out of each payment:

• Credit/debit card: 2.9% + 30¢ per transaction
• ACH bank transfer: 0.8% (capped at $5) per transaction

Service Invoice Pro does not charge any additional platform fee — Stripe’s fees are the only cost. For worked examples showing exactly what you’d receive from different payment amounts, see Payment Fees.