Turn a closed deal into a clean, branded invoice in one click — tied to the deal your rep just closed, with payment links, deposits, balances, and receipts all in one place. No double entry. No chasing.
This module ships finished with your Troy & Company license. Shown below exactly as your clients will see it — under your brand, on your domain, at a price you set. They pay you monthly to run their business on it. Click through the live demo →
When your CRM and your invoicing live in separate tools, every sale gets entered twice and paid late. Invoices slip, deposits go untracked, and cash you already earned sits in limbo — while you retype line items you already had.
Troy turns a won deal into a branded invoice in a click, with the customer and line items already filled in. Send a payment link, track every deposit and balance, keep receipts in one place. Here’s what that looks like.
No re-typing: the deal’s line items, pricing, and customer details flow straight onto a branded invoice.
Log partial payments and deposits, see what’s still owed, and generate receipts without leaving Troy.
Start from a won deal or build one by hand — edit the bill-to details, line items, and specs, and the totals keep themselves current.
From won deal to invoice instantly.
Your look on every quote and receipt.
Send and get paid faster.
Deposits and balances tracked.
Generated and stored automatically.
Every document on the record.
Know who still owes.
Billing flows from the pipeline.
Win the deal in your pipeline.
One click turns it into a branded invoice.
Send a payment link and track status.
Receipts and history saved automatically.
Your branding, your terms, your line items. We set invoicing up to fit your books and your cash flow.
Put your logo, colors, and terms on every quote, invoice, and receipt.
Set deposits, partial-payment rules, and due dates the way you sell.
Pull from your catalog so invoices are accurate without retyping.
Configure tax handling and invoice numbering to fit your books.
Taking deposits on big orders? Log partial payments and always know the balance owed.
Still building receipts by hand? Generate branded ones automatically from the deal.
Waiting on checks? Send a payment link the moment you win and get paid faster.
Won deals become branded invoices in one click, payments track themselves, and “who still owes us” is a view — not an afternoon.
Line items, pricing, and customer details carry over from the deal. Review, adjust if needed, send. The gap between winning and billing drops to nothing.
Logo, colors, numbering, and terms per workspace. Every document that reaches an end customer reinforces the brand paying you the license.
Invoices carry payment links so customers pay online the moment they open it. Deposits, balances, and full payments all flow through.
Take a deposit to start, log progress payments, and track the open balance automatically — the invoice always knows what’s left.
Every unpaid invoice in one aging view: who owes what, how long it’s been, and what to chase first. Receivables stop hiding in inboxes.
Payments generate receipts and log to the customer record, so disputes and reconciliations have a paper trail without a filing cabinet.
Troy is one platform, not a bundle of apps. Here’s what this module reads from — and feeds into — automatically.
Won deals convert to invoices with their line items intact — the number the rep quoted is the number that bills.
Fulfillment can require payment or deposit before goods move, and billing status is visible from the order queue.
Unit costs flow in from inventory so each invoice knows its own profitability, not just its total.
Invoices and payments feed the Accounting module directly — the books build themselves as you bill.
Support sees invoices and payment status on the customer record and resolves “did you get my payment” in one reply.
Billed, collected, and outstanding roll up to the command center — receivables are a number you watch, not compile.
Troy configures itself to 126 industries. Here’s what this module looks like in a few of them.
Net-terms B2B invoicing with partials, deposits on large orders, and an aging view that runs collections.
Deposit to book, balance on completion — billed from the phone before the truck leaves.
Retainers and project invoices from the same system that tracked the deal and the work.
Progress billing tied to milestones, with every payment logged against the job.
Clean, branded statements with online payment — front desk stops chasing balances.
Hourly and flat-fee billing with documents that look like a firm, not a template.
Yes — invoices carry payment links, and payments log against the invoice automatically, including deposits and partial payments.
Yes. Line items, quantities, discounts, and terms are all editable before sending — the deal gives you a head start, not a straitjacket.
Each workspace runs its own numbering, branding, and terms. Your clients’ customers see their brand and their sequence — never Troy, never you.
For invoicing, payments, receivables, and the reporting most small businesses actually use — yes, and that’s roughly $30/mo of software you’re bundling into your license.
Tax lines are configurable per workspace, applied per invoice, and reported in accounting — set to match how each client’s jurisdiction works.
This module — and the other 23 — is included on every plan. Nothing here is feature-gated. Your clients pay you directly at prices you set; we never take a cut.
Starting at $19.99/mo · No setup fees · Cancel anytime · Live the moment you sign up
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