Finance & reporting

Send invoices and see the real margin on every job

Invoicing, accounting sync, project costing, and custom dashboards. See exactly where your profit comes from.

A project's materials list in Payaca for a solar install, with order progress on panels, microinverters and racking and forecast cost against purchase cost in dollars

Understanding your true margins is the difference between growing profitably and just growing. Payaca connects project costs (materials, labour, expenses) with invoicing and accounting so you see exactly where your profit comes from.

Materials costs no longer get stuck on a paper receipt in a van. Photograph or upload a supplier receipt and Payaca's AI reads it straight into the project's cost record (materials, quantities, and prices), so margins reflect what was actually spent, not what was quoted.

Two-way sync with Xero and QuickBooks eliminates double entry, while custom dashboards give you real-time visibility over revenue, pipeline, and team performance.

Related reading

Your numbers on one dashboard

The dashboard shows proposals sent, invoices sent, the collection rate, and revenue secured and received for the period you pick, with the change on the period before and charts of proposal and invoice status.

The Payaca dashboard for the last three months, with proposals sent, pending proposals, invoices sent, collection rate and average project value in dollars, revenue secured and received, and proposal and invoice status charts

Purchase orders from the project

Raise purchase orders to suppliers from the project. Payaca groups the job's materials by supplier and drafts one purchase order for each, at that supplier's prices. When the delivery arrives, confirm the order with the price you were actually charged, and that's the cost that lands on the job.

A branded purchase order raised in Payaca to CED Greentech, for delivery to a commercial job site in Phoenix, with lines for REC modules, Enphase IQ8M microinverters, an IQ Combiner 5 and Q cable and a total of $42,072 before tax

What's included

Everything you need to send invoices and see the real margin on every job.

Invoicing

Generate invoices from projects with one click. Track payments, send reminders, and reconcile automatically.

Accounting sync

Two-way sync with Xero and QuickBooks. Invoices, customers and items stay in sync.

Project costing

Track material costs, labor hours, and expenses per project. Understand true margins on every installation.

AI receipt importer

Photograph or upload a supplier receipt and Payaca reads it. Materials, quantities, and prices land straight in the project's cost record. No re-typing invoices line by line.

Analytics dashboard

Custom dashboards for revenue, pipeline, team performance, and more. The metrics that matter to you.

Frequently asked questions

Does Payaca integrate with Xero and QuickBooks?
Yes. Payaca has two-way sync with both Xero and QuickBooks. Invoices, customers and items stay in sync between systems, eliminating double entry.
How does project costing work for installations?
Payaca tracks material costs, labour hours (via automatic timesheets), and expenses against each project. You see the true margin on every installation, not just the quoted price.
Can Payaca read supplier receipts automatically?
Yes. Photograph or upload a supplier receipt and Payaca's AI extracts the materials, quantities, and prices straight into the project's cost record, so nobody re-types every line item. Fractional quantities (half a bag of screws, 2.5m of pipe) are handled correctly.
Can I create custom dashboards in Payaca?
Yes. Build dashboards for revenue, pipeline value, team performance, conversion rates, and more. See the metrics that matter to your business in real-time.
How does invoicing work in Payaca?
Generate invoices directly from completed projects with one click. Payaca pulls in project details, tracks payment status, sends automatic reminders, and syncs everything to your accounting software.
Dedicated onboarding available

Ready to run your whole install business in one system?

Growing installers run their whole job on Payaca, from quote to final payment. We'll handle your workflow mapping and data migration.

Dedicated onboarding
Data migration support
AI + human support