Billing & Invoicing — Troy
Billing & Invoicing

Get paid the moment you win.

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.

Replaces QuickBooks-style invoicing + manual receipts
Billing & Invoicing
Get paid the moment you win.
meettroy.ai

The deal’s done. Why is billing a second job?

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.

A guided tour

The Billing module, screen by screen.

Branded invoice — line items, totals, and bank-transfer details generated from a won deal in one click
Invoices

Won deals become invoices in one click.

No re-typing: the deal’s line items, pricing, and customer details flow straight onto a branded invoice.

  • One-click invoices — from a won deal, instantly.
  • Branded documents — quotes, invoices, receipts in your look.
  • Payment links — send a link and get paid faster.
  • Tied to the customer — every document on the record.
Invoice totals — subtotal, discount, freight estimator, sales tax, and total due, all calculated live
Payments

Deposits, balances, and receipts — tracked.

Log partial payments and deposits, see what’s still owed, and generate receipts without leaving Troy.

  • Partial payments — log deposits and balances owed.
  • Outstanding at a glance — know who still owes you.
  • Receipts — generated and stored automatically.
  • Tied to sales — billing flows from the pipeline.
Invoice builder — bill-to details, invoice number, dates, and shelving sections with type, color, and condition
Build & edit

Adjust any invoice before it goes out.

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.

  • Edit any field — customer, items, dates, and notes.
  • Spec-aware lines — type, color, and condition captured.
  • Live totals — the math updates as you change things.
  • Send when ready — nothing leaves until you say so.

Everything in the Billing module

One-click Invoices

From won deal to invoice instantly.

Branded Documents

Your look on every quote and receipt.

Payment Links

Send and get paid faster.

Partial Payments

Deposits and balances tracked.

Receipts

Generated and stored automatically.

Customer-linked

Every document on the record.

Outstanding View

Know who still owes.

Sales Sync

Billing flows from the pipeline.

How it works

1

Close

Win the deal in your pipeline.

2

Invoice

One click turns it into a branded invoice.

3

Collect

Send a payment link and track status.

4

Record

Receipts and history saved automatically.

Make it yours

Billing that matches how you actually get paid.

Your branding, your terms, your line items. We set invoicing up to fit your books and your cash flow.

Your branding

Put your logo, colors, and terms on every quote, invoice, and receipt.

Your payment terms

Set deposits, partial-payment rules, and due dates the way you sell.

Your line items

Pull from your catalog so invoices are accurate without retyping.

Your tax & numbering

Configure tax handling and invoice numbering to fit your books.

Where it shines

Built for the way you bill and collect.

Deposit-based sales

Taking deposits on big orders? Log partial payments and always know the balance owed.

Manual receipt grind

Still building receipts by hand? Generate branded ones automatically from the deal.

Slow payments

Waiting on checks? Send a payment link the moment you win and get paid faster.

Bill the second you win — get paid faster.

Explore more of Troy

Quote, invoice, and collect in one flow.

Starting at $19.99/mo · No setup fees · Cancel anytime · Live the moment you sign up

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