Invoicing

Body shop invoicing software that shows you who has paid.

Bill the job you have just finished or raise a standalone invoice, send it as a secure link by email or WhatsApp, record the payment, and keep every invoice tied to the customer and the vehicle.

No credit card needed to start. Cancel any time.

PanelDesk invoice list showing draft, due, paid, and overdue invoices with totals and customer view status

Nothing gets rebuilt

Invoices come off the repair order with the scope and job costing carried across, so no one retypes the work.

One list, whole picture

Search and filter every invoice by status, date, and customer, with unpaid, paid, and outstanding visible to the team.

Follow up on facts

You see when the customer opened the invoice, so the payment call is timed instead of guessed.

Bill straight off the job

Create the invoice from the repair order so scope and job costing carry through, or raise a standalone invoice when the billing sits outside a job.

  • Job-linked or standalone invoices in the same workflow.
  • Line items with description, quantity, and unit price.
  • Edit details and totals within your workflow and approval rules.
PanelDesk new invoice screen with customer selection, vehicle selection, and line item entry

Send a link, not an attachment

Invoices go out as a branded, token-protected link the customer opens without an account, by email or WhatsApp, with saved supporting documents attached when you need them.

  • Secure public invoice link, no customer login required.
  • WhatsApp templates fill in customer, vehicle, and invoice details.
  • Attach saved supporting documents to the invoice email.
PanelDesk public invoice link showing client and vehicle details, line items, totals, and bank details

Know when they have looked

PanelDesk tells you the first time a customer opens the invoice, so follow-up lands while it is still in front of them.

  • Track when customers open and view invoices through secure links.
  • Timestamped engagement instead of guessing.
  • Time payment follow-up on real signals.
PanelDesk notification email telling the workshop an invoice has been viewed by the customer for the first time

Paid or outstanding, no spreadsheet

Record payments against the invoice as they come in and the status stays correct, so total and outstanding are always current.

  • Record invoice payments inside the system.
  • Invoice states stay marked as paid or outstanding.
  • Cashflow visibility from accurate payment status.
PanelDesk record payment dialog capturing date, amount, and method against an invoice with total and outstanding shown

How it runs

From repair order to payment visibility

01

Create from the right source

Generate invoices from job cards when workflow accuracy matters, or create standalone invoices when flexible billing is needed.

02

Manage and send confidently

Edit line items and totals, organise invoice lists, attach saved supporting documents to invoice emails, and send secure branded invoice links for customer access.

03

Track engagement and payments

Monitor invoice status and customer view signals, then record payments to keep paid and outstanding visibility current.

04

Keep full invoice history connected

Maintain invoice records linked to customer and vehicle context with source-aware querying for operational reporting.

In detail

Body Shop Invoicing Software capabilities

Raising the invoice

  • Create invoices as standalone invoices or invoices linked to a job card.
  • Generate invoices directly from the job workflow to reduce re-capture.
  • Keep invoices aligned with job scope and final costing outputs.
  • Edit invoice details within your workflow and approval rules.
  • Maintain accurate totals and line items when changes occur.
  • Manage invoice lifecycle actions inside one invoicing workflow.

Invoice records and search

  • Use a dedicated invoice list view for day-to-day billing control.
  • Search, filter, and organise invoices by status, date, customer, and related fields.
  • Find the right invoice quickly without manual spreadsheet tracking.
  • Query invoices by source, including job-linked versus standalone.
  • Keep every invoice linked to the customer and vehicle record for full history.

Sending and sharing

  • Attach saved supporting documents already stored in PanelDesk when sending the invoice email.
  • Generate branded public invoice viewing links for customers.
  • Let customers view invoices without a login for a simple experience.
  • Share invoices over WhatsApp with reusable message templates: placeholders fill in customer, vehicle, and invoice details plus the secure link, ready to send.
  • Generate a branded Invoice PDF directly from the invoice record.
  • Download and share PDF invoices when required for accounting or insurers.
  • Keep invoice formatting consistent across staff and across jobs.

Status and view tracking

  • Track invoice status so you always know what stage each invoice is in.
  • Improve operational follow-up by making status visible to the whole team.
  • Track when customers open and view invoices through secure links.
  • Use invoice view signals to follow up at the right time instead of guessing.
  • Create better payment follow-up workflows with timestamped engagement visibility.

Payments and cashflow

  • Record invoice payments inside the system.
  • Keep invoice states marked correctly as paid or outstanding.
  • Maintain a clear pipeline of unpaid, paid, and outstanding invoices.
  • Improve cashflow visibility with accurate payment status tracking.

Access and secure links

  • Protect public access with validation tokens for secure delivery.
  • Protect staff invoicing actions behind authenticated system access.
  • Restrict certain user roles from invoice creation, viewing and editing for internal control.
  • Keep public invoice views token-validated for intended recipients only.
  • Balance secure internal control with low-friction customer access.

Walkthrough

See it in action

FAQ

Body Shop Invoicing Software FAQs

The questions body shops ask most often about this part of PanelDesk.

Next in the workflow

Invoice your next job in PanelDesk

Thirty days free, no credit card, and every invoice tracked from sent to paid.

WhatsApp: Book a demo