Invoices
Bill faster. Get paid sooner.
Manual invoicing delays cash flow and introduces errors. Aimsio turns approved field work into invoices with the data already filled in, ready to send the same day.
Before & After
What changes when you switch to Aimsio
Without Automated Invoicing
- Manual re-entry creates errors - Billing teams re-key field data into accounting, introducing mistakes and eating hours.
- Invoices lag weeks behind completed work - Paper tickets sit in piles before someone gets to billing, delaying cash flow.
- Client disputes over billing details - Without a clear audit trail, clients push back and collections slow down.
- Finance disconnected from the field - Accounting doesn't know what's been done until someone delivers paperwork.
With Aimsio Invoicing
- Invoices ready the same day work is approved - One click pulls all field data into a complete, accurate invoice with no re-entry.
- Cash flow that keeps pace with your work - Digital approval workflows mean you bill hours after the job is done, not weeks later.
- Disputes eliminated before they start - Every line item traced back to the original field ticket with timestamps and signatures.
- Accounting systems updated without manual export - Invoices pushed to your accounting platform through a native integration.
Core Capabilities
Everything your billing team needs
From field data to finance, without the manual handoffs.
One-Click Conversion
Turn approved field tickets into complete, ready-to-send invoices with a single click. No re-keying, no delays.
Flexible Invoice Creation
No ticket? No problem. You can also create a standalone invoice from scratch. Useful for billing scenarios that do not originate from a field ticket.
Accounting Integration
Export invoices to your accounting system via CSV or direct API integration. Aimsio integrates with QuickBooks Online, Sage Intacct, and more. Learn more about integrations here →
Batch Invoicing
Convert multiple approved tickets into a single consolidated invoice or process a batch of individual invoices at once.
PDF Customization
Generate professionally branded PDF invoices with your logo, payment terms, and custom fields, ready to email to clients.
Canadian and US Tax Support
Both Canadian and US tax rates are supported. Set them up at the job level and they'll get calculated automatically on every invoice.
How It Works
From approved ticket to paid invoice
Complete and approve the field ticket
Field crews complete their tickets in the field - capturing labor, equipment, and materials. Supervisors review and approve digitally before the work leaves the site.
- Digital ticket capture at the job site
- Supervisor approval workflow
- Client sign-off via the client portal
Field TicketClick to Zoom Convert to invoice with one click
Once a ticket is approved, billing converts it to an invoice instantly. All line items, rates, and quantities carry over automatically.
- One-click ticket-to-invoice conversion
- PDF customization with your branding
- Batch multiple tickets into one invoice
PDF CustomizationClick to Zoom Send and sync to accounting
Export the invoice to your accounting platform via CSV or direct API integration. No manual export, no double-entry.
- Export to QuickBooks Online, Sage Intacct, NetSuite, and more
- Batch download multiple invoice PDFs as a zip file
- Invoice statuses track progress from Pending to Paid
Accounting SyncClick to Zoom See It In Action
Invoicing in the platform
Watch how Aimsio invoicing works in a real field operations environment.
I like how simple it is to create invoices. Just a few clicks and it’s done. It is nice how it includes JHA’s and work orders as well.
Integrations
Works with the tools you already use
Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.
QuickBooks Online
Sage Intacct
ADP
Explorer Eclipse
Sage 300
NetSuite
MS Nav
MS Business Central
Viewpoint Vista
AcumaticaFrequently asked questions
Once a field ticket is approved in Aimsio, billing teams can convert it to an invoice with a single click. All labor hours, equipment charges, and materials are automatically pulled from the ticket into the invoice - no manual re-entry required.
Yes. Aimsio supports standalone invoice creation. Navigate to the Invoice page, select Create Invoice, associate a client and job, and add line items manually. There is no limit on the number of line items that can be added.
Aimsio integrates with QuickBooks Online, Sage Intacct, Sage 300, NetSuite, MS Business Central, MS Nav, Viewpoint Vista, Acumatica, and Explorer Eclipse. Invoices can also be exported as CSV for import into other accounting tools. See all integrations →
Yes. Aimsio supports batch invoicing, allowing you to consolidate multiple approved tickets into a single client invoice. This is especially useful for customers on monthly billing cycles or long-running jobs with multiple daily tickets.
Yes. Aimsio lets you customize invoice PDFs with your company logo, payment terms, notes, and contact information. Professional-looking invoices are generated automatically and can be emailed directly to clients from within the platform.
Every line item on an Aimsio invoice is directly traceable to the original field ticket, including client-signed approvals, timestamps, and crew data. This complete audit trail gives clients confidence in what they're being billed for and dramatically reduces disputes.
Yes. Aimsio supports single and hierarchical tax rates for Canadian invoices (GST, PST, HST) and US invoices (State, County, and City rates). Tax rates are configured at the job level and calculated automatically when the invoice is created. Individual line item tax rates can be adjusted or removed as needed.
Invoice PDFs are not stored in Aimsio after creation. If you need another copy, use the Generate PDF action again or download it from the Invoice page. Unlike other forms in the platform, PDFs need to be regenerated rather than retrieved.
Invoices are included in every Aimsio plan: Lite, Essentials, Performance, and Ultimate. Compare product plans →
Ready to stop leaving
revenue in the field?
See how Aimsio can transform your billing cycle in a 30-minute demo.