Automating A/R, Invoicing & Payments for CRM-Based Service Businesses

Simplify your cash flow, strengthen your client relationships, and save hours every week, all from your CRM.
If your business runs on a CRM like HubSpot or Monday, but you're still chasing payments manually or juggling disconnected invoicing tools, it’s time for a smarter solution. DepositFix helps service-based businesses fully automate accounts receivable, invoicing, and payments, directly within your CRM.

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Built for CRM-Centric Teams

Whether you're running a coaching program, marketing agency, consultancy, or membership service, your CRM is the heart of your business. DepositFix lets you manage the entire billing cycle without ever leaving your CRM:

Trigger Invoices Automatically Based on Deals or Workflows

DepositFix seamlessly connects with your CRM or service platform to generate and send invoices automatically when deals reach specific stages or when certain workflows are triggered. This means no more manual invoice creation. Every bill is created at the right time, ensuring faster billing and fewer missed payments.

Send Payment Links and Reminders Automatically

Our system sends secure, branded payment links to your clients without any manual effort. Plus, automated reminders keep overdue invoices top of mind, helping you reduce late payments and improve your overall cash flow, all while maintaining a professional and consistent communication experience.

Track Paid and Unpaid Invoices in Real Time

Stay fully informed with real-time dashboards that show the status of every invoice. Whether it’s paid, pending, or overdue, you’ll have complete visibility directly within your CRM or service software, enabling timely follow-ups and better financial management.

Collect One-Time or Recurring Payments with Ease

Whether you need to accept single payments or set up ongoing billing cycles, DepositFix supports both one-time and recurring payment plans. This flexibility allows you to match your invoicing to your service model and give clients convenient, secure payment options.

A/R Automation Without the Overhead

Manual A/R processes drain resources and delay cash flow. With DepositFix:

Cut down on human error and follow-ups

Eliminate tedious copy-paste between systems

See client payment history tied directly to CRM records

Set up automated email reminders and overdue notices

Seamless Integration with Your CRM or Field Service Software

DepositFix works effortlessly with a wide range of CRM and service management platforms, empowering you to automate payments and invoicing no matter what system you use. Our platform supports:

HubSpot, Monday, and other major CRMs for smooth data syncing, invoice triggering, and payment tracking
Field service software like ServiceTitan and Jobber to automate payments directly within your operations workflow
Additional platforms via Zapier, API, or custom connectors for maximum flexibility

No matter your tech stack, DepositFix makes it simple to connect your invoicing and payments with the tools you already rely on, streamlining your accounts receivable and boosting cash flow without disrupting your current processes.

How It Works

DepositFix makes automating your A/R, invoicing, and payments simple and efficient with just a few easy steps:

Connect Your CRM or Service Platform

Link DepositFix to your CRM, field service software, or other business tools like HubSpot, ServiceTitan, Jobber, Monday, or via Zapier/API integration.

Set Up Invoice Triggers and Payment Workflows

Define when and how invoices should be generated, based on deal stages, completed jobs, or custom workflows, so billing happens automatically without manual intervention.

Send Branded Invoices and Payment Links Automatically

Clients receive professional, branded invoices with secure payment links via email or SMS, making it easy for them to pay online quickly.

Monitor Payment Status and Send Automated Reminders

Track real-time invoice status directly in your CRM or platform, and let DepositFix handle follow-ups with automated reminders for outstanding payments.

Reconcile Payments and Update Records Automatically

Once payments are made, DepositFix updates your CRM or service system records instantly, keeping your data accurate and your accounts receivable up to date.

Easy to Implement – No Developer Needed

DepositFix is designed for quick and simple setup with no custom coding required. You can launch your first automated invoicing and payment workflow in under 30 minutes and start improving your cash flow right away.

Let your CRM do more than store data. Let it drive revenue.

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