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Billing Overview

From manifest to paid invoice — one click.

Every approved manifest becomes a billing record automatically. Customer rate cards are locked at setup, Stripe charges the saved payment method, and net-term customers get one auto-generated statement each period. Here's exactly how ComplyFlo's integrated billing works.

Integrated Billing — Available to Every Tenant

From manifest to
paid invoice — one click.

Every waste operation that signs up for ComplyFlo gets integrated billing built in. No separate invoicing software. No spreadsheet lookups. No re-keying into QuickBooks. The moment a manifest is approved, billing is ready to run.

Available to all ComplyFlo customers — wastewater plants, haulers, disposal sites, compost facilities
Rate card locked per customer at setup — no rate mismatches, no manual lookups
Stripe-powered — card and ACH payments, customer self-service portal
Replaces QuickBooks manual entry for manifest-based billing
Real-time A/R dashboard — never wonder what's outstanding again
Available to every ComplyFlo tenant
One billing engine. Works for every operation type.

Whether you run a wastewater plant billing haulers, a hauling company billing generators, or a disposal site billing transporters — the same billing workflow handles it all. Configured once per customer. Runs automatically from there.

Wastewater PlantsMSW HaulersUCO HaulersDisposal SitesCompost Facilities

What billing looks like today

A five-step manual process.
Reduced to one click.

Most waste operations today rely on a combination of paper logs, spreadsheets, and QuickBooks — with every step between the manifest and the paid invoice done by hand. ComplyFlo closes that entire loop automatically.

Billing today — every single delivery
  • Look up the manifest to find the waste type, gallons, and customer
  • Open a spreadsheet to find that customer's rate for that product
  • Calculate the charge manually — gallons × rate — errors common
  • Open QuickBooks, create a new invoice, fill in all fields again from scratch
  • Email the invoice manually and wait for a response
  • Go back and mark the spreadsheet as billed
  • Chase overdue invoices with no automated reminders
  • No real-time view of outstanding A/R until someone checks everything manually
With ComplyFlo billing
  • Manifest approved → billing record created automatically with all fields populated
  • Rate pulled from the customer's rate card automatically — no lookup needed
  • Gallons × rate calculated instantly and verified against the manifest
  • Click Bill → Stripe charges the saved payment method immediately
  • Invoice generated, numbered, and sent — no manual email
  • Status updates to Paid automatically when Stripe confirms
  • Overdue reminders sent automatically at 3, 7, and 30 days
  • Live A/R dashboard shows everything outstanding in real time

See it in action

ComplyFlo Billing — 2-minute overview

How it works

Manifest approved.
Rate applied.
Invoice sent.

ComplyFlo's smart customer setup flow means rates, payment terms, and payment methods are locked in before the first delivery. When billing runs, everything is already there. No lookup. No manual entry. No calls to ask for a credit card number.

1

Admin sends a setup link to the customer's billing contact. Customer enters their payment method on a secure Stripe-hosted page — ComplyFlo never sees card details.

2

Rate card locked to the customer profile. Every delivery auto-calculates from that rate — gallons received × rate per product type. No spreadsheet open.

3

Manifest approved → billing record created. All fields pre-filled from the manifest. One click to bill. Stripe charges the payment method on file.

4

Invoice sent, status tracked automatically. Customer can view, download, and pay from their self-service portal — no phone calls to the plant required.

Every billing record has a clear status — visible to your whole team in real time

No more checking spreadsheets or calling accounting to find out if a customer has paid. Every record moves through a defined lifecycle, visible to every authorized user.

Unbilled
Ready to Bill
Invoice Sent
Processing
Paid
·Overdue → Auto-reminder
Due on delivery
Charge the moment a delivery is approved

For customers on due-on-delivery terms, one click triggers an immediate Stripe charge to their saved payment method. Status updates to Paid the moment Stripe confirms — no follow-up needed.

1-click per delivery.
Net terms / monthly statements
Deliveries accumulate into one monthly invoice

For larger customers on Net 7, 15, or 30 terms, every delivery accumulates in an open billing period. One statement covers the full month — generated, sent, and tracked through Stripe automatically.

Net 7 · Net 15 · Net 30 · Custom
Customer self-service portal
Customers pay without calling you

Every customer gets a Stripe-hosted portal to view open invoices, download statements, update payment methods, and pay balances — without ever contacting your office.

Zero phone calls to collect.
Auto-numbered invoices
Sequential invoice numbers — automatic, never reused

Every invoice is numbered in the format EW-2026-000429 (plant initials, fiscal year, sequence). Numbers never reset mid-year and are never reused. Voided invoices stay in the audit trail permanently.

Automated reminders
Overdue follow-ups without lifting a finger

Reminders go out automatically at 3, 7, and 30 days overdue. Failed payments trigger an instant admin alert and a retry prompt on the billing record. No manual chasing.

Zero manual chasing.
Real-time A/R dashboard
Revenue visibility your accounting team has never had

Billing by product type, total revenue over time, billing by customer, A/R aging buckets (current, 1–30, 31–60, 61–90, 90+ days), and failed payment tracking — all live, all automatic.

No month-end spreadsheet required.
Works alongside your existing accounting tools

Already using QuickBooks or SnapTax? ComplyFlo handles the manifest-to-invoice step so you don't have to.

ComplyFlo doesn't replace your accounting software — it eliminates the most manual part of the billing workflow: the gap between a completed manifest and a created invoice. What used to mean opening QuickBooks and re-entering data from a spreadsheet now happens automatically inside ComplyFlo, so your accounting team receives clean, accurate invoice data with zero rekeying involved.

QuickBooks users

Today: look up the manifest → find the rate → calculate the charge → open QuickBooks → create the invoice → enter everything again. With ComplyFlo: manifest approved → invoice auto-created and sent through Stripe. Your QuickBooks reconciliation gets a clean Stripe payment record to match against — no manual invoice creation step.

Eliminates manual re-entry
SnapTax users

ComplyFlo's real-time billing data — revenue by product type, by customer, by month — flows cleanly into your tax planning workflow. No end-of-quarter scramble to figure out what was invoiced and collected. The data is already organized the way SnapTax needs it.

Clean data, quarter to quarter
Stripe-powered security

All payment credentials are handled directly by Stripe — ComplyFlo never stores card numbers, bank account numbers, routing numbers, or CVVs. Stripe is PCI-compliant. Payment state syncs automatically so billing records are always current.

ComplyFlo never sees card data

Use a different accounting system? Send us feedback — as long as it's API-based, we can build a custom integration for you.

🛡️
Real-world catch — this week

"We caught a $5,000 billing error before it went out. The operator logged the wrong waste type — ComplyFlo flagged the mismatch before billing ran."

ComplyFlo's two-checkpoint review (operator first, then billing/admin) means every manifest is validated before it generates an invoice. That cross-check between what the operator logged and what the manifest actually shows is what caught this error — before a customer was charged the wrong amount.

Payment security — ComplyFlo never stores card or bank details

All payment setup and card/ACH entry happens on Stripe-hosted pages. ComplyFlo stores only Stripe reference IDs — never card numbers, routing numbers, CVVs, or account numbers. Payment state syncs automatically via Stripe webhooks. Stripe is PCI-compliant. Your customers' payment data stays that way.

Ready to close the billing loop?

Book a 20-minute call. We'll walk through your billing workflow and show you how ComplyFlo turns manifests into paid invoices.

Book a demo