Field Service Invoicing Software for Faster Payments

ServeLynx takes you from quote to cash in one workflow — generate professional PDF quotes, convert them to invoices with one click, and collect payment online via Stripe or Square.

ServeLynx invoice and quote screens showing payment status and account balance

Slow Invoicing Is Slow Cash Flow

Paper invoices and no online payment option are two of the biggest reasons service businesses get paid late.

Slow Invoicing

Paper invoices, late payments, and no visibility into which customers owe what — hurting your cash flow.

Manual Quote-to-Invoice

Re-typing an approved quote into a separate invoice wastes time and introduces errors.

No Online Payment Option

Customers who can't pay online tend to pay later — or not at all.

From Quote to Invoice Without Re-Typing Anything

Generate a professional PDF quote, get it approved, and convert it to an invoice with one click — no duplicate data entry.

  • Professional PDF quotes with your branding
  • Email delivery and customer approval tracking
  • One-click quote-to-invoice conversion
  • Full invoice lifecycle: Draft → Sent → Paid / Partial / Voided
See It in Action →

Collect Payment Without Chasing Checks

Customers pay online via Stripe or Square, with support for partial payments, payment links, and discounts.

  • Online payment via Stripe or Square
  • Partial payments and payment link sharing
  • Coupons, discounts, and refund management
  • Automatically generate professional, branded PDF invoices
See It in Action →

Customer Portal for Field Service Companies

See where customers view and pay these invoices.

Explore Customer Portal for Field Service Companies

Service Contract Management Software

See how recurring invoices are generated automatically.

Explore Service Contract Management Software

All Platform Features

Explore invoicing, service contracts, inventory, customer portal, and more.

Explore All Platform Features

Common Questions

Yes — approved quotes convert to an invoice with one click, no re-entering data.

ServeLynx supports online payment via Stripe or Square, including partial payments and shareable payment links.

Yes — ServeLynx supports coupons, discounts, and refund management directly on invoices.

Ready to Get Paid Faster?

Request a personalized demo and see the quote-to-cash workflow in action.

Request a Free Demo