Financial Tools

From Quote to Payment, Simplified

Nine financial tools covering the full lifecycle of a restoration project. Create quotes, send invoices, set up recurring billing, track expenses, report per-vehicle costs, and accept Stripe payments without leaving VaultMotive.

Financial Tools - Invoicing and billing

See Your Finances At Work

Professional Invoicing
Premium

Professional Invoicing

Create detailed invoices with line items, labor charges, and parts markup. Send directly to customers with online payment links.

Quotes and Estimates
Premium

Quotes & Estimates

Build professional quotes with itemized pricing. Convert approved quotes directly into work orders and invoices with one click.

Recurring Invoices

Automate your billing cycles

Pro

Recurring Invoices

Stop manually creating the same invoices every month. Set up recurring invoices for storage fees, maintenance contracts, and subscription services with configurable billing intervals.

  • Monthly, quarterly, or custom schedules
  • Automatic invoice generation and delivery
  • Pause, resume, or cancel at any time

Billing Milestones

Bill as phases complete

Pro

Billing Milestones

Large restorations take months. Define payment stages tied to project phases so you collect payment as work progresses instead of waiting until the end.

  • Tie billing to restoration phases
  • Customer portal approval at each milestone
  • Automatic invoice on milestone completion

Expense Tracking

Know where every dollar goes

Premium

Expense Tracking

Track and categorize every business expense. Link costs directly to vehicles, projects, or general overhead to understand true profitability at every level.

  • Categorize by vehicle, project, or overhead
  • Receipt and document attachment
  • Export for tax preparation
Vehicle Financial Reporting
Pro

Vehicle Financial Reporting

See a complete financial picture for every vehicle. Cost breakdowns by category, spending trends over time, and parts purchase history all in one dashboard.

  • Per-vehicle cost breakdown and trend charts
  • Parts spend vs. labor spend analysis
  • Export reports as PDF or CSV
Enterprise

Accept Payments with Stripe Connect

Let customers pay invoices online with credit cards, ACH transfers, and more. Stripe Connect handles payment processing, automatic reconciliation, and payout tracking so you can focus on restorations.

  • One-click payment links

    Customers pay directly from invoice emails

  • Automatic reconciliation

    Payments match to invoices without manual entry

  • Payout tracking

    See when funds hit your bank account

  • PCI-compliant security

    Enterprise-grade payment security out of the box

Stripe Connect

Enterprise-grade payment processing

Stop Losing Money to Manual Processes

Shops that switch to integrated billing see faster payments and fewer missed charges.

Convert work orders to invoices in one click
Track every dollar spent per vehicle
Get paid faster with online payments
Bill by milestone for large restorations
Export financial data for your accountant
See profitability by project or vehicle

Complete Financial Toolset

Nine tools that cover the full financial lifecycle of a restoration project.

Premium

Customer Management

Manage customer profiles, contact info, and history. Link customers to vehicles and projects.

Premium

Customer Invoicing

Create professional invoices from work orders. Send directly to clients with one click.

Pro

Recurring Invoices

Set up automated recurring invoices for storage, maintenance contracts, and subscription services.

Premium

Quotes & Estimates

Create detailed quotes with line items. Convert approved quotes to invoices automatically.

Pro

Billing Milestones

Set up milestone-based billing for large projects. Bill as phases complete.

Premium

Expense Tracking

Track and categorize business expenses. Link expenses to vehicles, projects, or overhead.

Pro

Vehicle Financial Reporting

Detailed cost breakdowns, trend analysis, and parts history per vehicle.

Pro

Customer Portal

Clients view invoices, make payments, and approve milestones from their own portal.

Enterprise

Stripe Connect Payments

Accept online payments via Stripe Connect. Automatic reconciliation and payout tracking.

Quote to Payment Workflow

A streamlined process from first estimate to final payment.

1

Create Quote

Build a detailed estimate with parts, labor, and line items.

2

Do the Work

Track time, parts, and expenses as the project progresses.

3

Generate Invoice

Convert the work order to a professional invoice automatically.

4

Get Paid

Clients pay online or you record manual payments. Done.

Streamline Your Finances

Stop juggling spreadsheets and separate invoicing tools. Everything financial lives in VaultMotive.