Receipts
Payment receipts that document themselves.
Branded PDF receipts for deposits, progress payments, financing draws, final balances, and field-collected cash — each one linked to the invoice, job, and customer it belongs to.
Branded PDF receipts for deposits, progress payments, financing draws, final balances, and field-collected cash — each one linked to the invoice, job, and customer it belongs to.
- Roofing companies
- HVAC companies
- Plumbing companies
- Electricians
- Landscapers
- General contractors
- How the feature works
- Who it's built for
- How it connects to the rest of URBLD
- FAQs and related pages
- One connected record across CRM, jobs, and billing
- AI receptionist and follow-up built in
- Field, office, and AI on the same thread
- Trade-specific workflows, not a generic CRM
- E-signature, PDF, and payments included
- Replaces 6+ disconnected tools
What is automated payment receipting in URBLD?
URBLD generates branded PDF receipts for every payment — deposits, progress payments, financing draws, final balances, cash collected in the field, and refunds — and links each one to the originating invoice, job, and customer. Receipts can be downloaded, printed, or handed off to email.
Customers panic when they pay and get nothing back. Office staff forget to send confirmations. Crews collect deposits in the driveway with no paper trail. Bookkeepers chase what was paid, when, by whom, and against what job.
URBLD turns every payment into a documented, branded, linked receipt — so disputes shrink, books stay clean, and customers stop wondering if their payment landed.
Every payment, documented
A complete receipt ledger across deposits, progress payments, financing draws, and final balances — searchable, filterable, and tied to the customer and job.
Payment Receipts
MTD · $14,650Santos Roof
RCT-1042 · Apr 8, 2026
$4,800
Wilson HVAC
RCT-1041 · Apr 7, 2026
$2,100
Chen Bath
RCT-1040 · Apr 6, 2026
$6,500
Alvarez Reno
RCT-1039 · Apr 5, 2026
$1,250
A financial documentation layer, not a sender utility
Documented every transaction
Deposits, progress draws, financing payments, final balances, cash, refunds — all captured with type, date, method, and amount.
Connected to the operational record
Each receipt carries the invoice, payment, job, and customer it belongs to. No floating PDFs.
Dispute and chargeback defense
When a customer says 'I never got a receipt,' you have a branded PDF with a number, a date, an amount, and the job it was paid against.
Branded, not generic
Receipts go out under your company name, your contact info, your numbering — so customers see your business, not a tool.
Field-collection coverage
Cash a crew picks up on-site becomes a typed cash receipt against the job, visible to the office immediately.
Accounting-ready trail
Org-scoped ledger with filtering by type, date, customer, and invoice — ready for your bookkeeper or accountant.
Today vs. on the roadmap
We hold a hard line between what ships and what's coming. No marketing drift.
Shipped today
- · Branded PDF receipt generation
- · Receipt types: deposit, progress, final, financing, cash, refund, standard
- · Linked to invoice, payment, job, customer, deal
- · Receipt numbering and lifecycle ID
- · Searchable, filterable ledger
- · One-click email composer handoff
- · Download and print
On the roadmap
- · Automatic send on payment
- · SMS receipt delivery
- · Per-receipt delivery tracking (sent · delivered · opened)
- · Customer portal receipt history
Real Results
Branded
PDF receipts
6 Types
Deposit · Progress · Final · Financing · Cash · Refund
Linked
Invoice · Payment · Job · Customer
Audit-ready
Org-scoped ledger