Home services
Reconcile deposits and job invoices for home service businesses
Home service businesses can receive payments from homeowners, property managers, insurers, and general contractors. The payer name may not match the job customer, and one payment may cover several locations or work orders.
Where time gets lost
Payer is not the customer
A property manager or insurer may pay an invoice issued under a homeowner or property name.
Job deposits
Upfront and progress payments create multiple receipts against one job invoice.
Batch processor deposits
Card settlements may combine jobs and subtract fees before the bank deposit appears.
Working method
A short path from files to evidence
- 01Import job invoicesInclude job, property, customer, invoice, and outstanding balance references.
- 02Import posted receiptsKeep payer, check, ACH, and processor identifiers.
- 03Review relationshipsConfirm payer identity and split batch deposits carefully.
- 04Preserve balanceLeave progress amounts open until later payments arrive.
Controls that matter
- Job and property references preserved
- Several payments can settle one invoice
- Payer evidence stays inside the workspace
- Processor fees require confirmation
- Duplicate checks across recurring exports
- Unmatched receipts remain visible