How to Automate Plumbing Invoicing (2026 Guide)
Chasing payments after the job is done costs plumbers hours every week. Here is how to set up invoicing so it happens automatically, from the moment a job is marked complete to the payment landing in your account.
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Automate plumbing invoicing by connecting job completion to invoice creation, so an invoice is raised the moment a job is marked done, not at the end of the week. Add automatic payment reminders on a fixed schedule, on-site tap to pay so jobs are paid before the van leaves, and a two-way Xero or MYOB sync so nothing needs re-entering. Sendatradie does all four from one platform, on a flat monthly fee.
Four steps to automatic plumbing invoicing
1. Raise the invoice the moment the job closes
Set jobs to auto-generate an invoice from the quote and parts used as soon as a tech marks the job complete on the mobile app. No end-of-week batch of paperwork, no jobs forgotten.
2. Take payment on site with tap to pay
The best fix for late payment is not chasing it at all. Tap to Pay lets a customer pay by card, Apple Pay or Google Pay on your phone before you leave the job, and the invoice reconciles itself automatically.
3. Chase unpaid invoices automatically
For jobs that are not paid on the spot, set an automated reminder sequence: a friendly nudge a few days after the due date, then a firmer one a week later. It runs by itself so no customer falls through the cracks.
4. Sync to Xero or MYOB automatically
Connect your accounting software once, and every invoice and payment flows through two-way, GST and BAS ready. No re-typing invoices into your books, no gap between what the job app says and what the accountant sees.
Stop chasing plumbing invoices manually
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Automating plumbing invoicing: your questions
Can invoicing really be fully automatic for a plumbing business?
Mostly, yes. The invoice itself can generate automatically from the completed job, and payment reminders can run on a schedule without anyone touching them. The only manual step left is choosing how a customer pays, on site with tap to pay or by sending a payment link.
Does automated invoicing work with Xero or MYOB?
Yes. Sendatradie has a two-way sync with both Xero and MYOB, so invoices, payments and customers stay in step with your books without double entry.
How do I stop chasing customers for payment?
Two things fix most of it: taking payment on site with tap to pay so there is nothing left to chase, and setting up an automatic reminder sequence for the jobs that are invoiced later so a human never has to remember to follow up.
Is this included free, or does it cost extra?
Job automation and invoicing are included on Sendatradie’s free Lite plan. Tap to Pay carries a low per-transaction fee with no lock-in, and Xero/MYOB sync is included from the Starter plan up.
