Invoicing and Payments
Knockio’s Invoicing & Payments module keeps billing simple, fast, and organized. Reps can instantly create invoices, record payments within the leads, and stay synced with customer and job details. Clean, flexible field invoicing that keeps your workflow smooth and your team fully aligned.
Keep billing organized and stay revenue-ready
Create and Manage Invoices from Anywhere
Create Invoices Instantly
Generate clean, professional invoices in just a few taps. Pull job information directly from existing details to ensure every invoice stays accurate, and consistent.
Payment Logging
Knockio doesn’t process payments directly at this moment. Instead, reps and managers record payments, keeping your workflow flexible and compatible.
Track All Payment Types
Record cash, checks, transfers, or payments easily. Each logged payment connects directly to the job, customer, and invoice for complete clarity.
Real-Time Invoice Status
Invoices update automatically to show partially paid or fully paid. Managers get instant visibility without chasing reps for payment updates.
Quick Pricing Adjustments
Add or edit pricing and quantities effortlessly. Admin-level controls keep your billing accurate while reps focus on serving customers.
Invoice Dashboard
Managers can instantly check outstanding amounts, completed payments, and billing history without sorting through spreadsheets.
Easy Data Sharing
Share invoices whenever needed for accounting, reconciliation, or reporting. Your financial information stays structured, easy to analyze, and simple to share.
Add Notes
Knockio gives you the flexibility to add internal & customer notes to the invoice. Internal notes for team, while customer notes can be shown to the customers.
Built for Field Sales Teams
Perfect for roofing sales, solar, HVAC, pest control, and fiber teams. Knockio’s invoicing system is mobile-friendly, fast, and designed for on-the-go operations.
A New Way Forward
Manage Your Door to Door Sales Process Efficiently
Say goodbye to scattered leads and inefficient processes. Use the best door to door canvassing app that helps your team generate more leads. Knockio streamlines your sales journey, supercharging lead tracking and sales intelligence.
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Testimonials
What Our Customers Say About Knockio
From small teams to enterprise sales forces, Knockio has transformed how companies approach door-to-door selling. Hear directly from the pros using Knockio to boost productivity, close more deals, and stay ahead of the competition.
This app has made such an impact on our team. I highly recommend looking into it. Game changer for our company.
Rich Santella
Great app for canvasing and managing area. I'd have to say its pretty easy and also the support is pretty fast and really good if you have any questions. Ive used several canvasing apps and really like Knockio!
Daniel Godwin
Great software! Really helped Organized my sales pipeline
Connor Shortell
Amazing company, Always one call away if there is ever a issue and always eager to help!
Steffan Dandridge
Best program/app I’ve used for work. Really makes it easier to track my teams activity and see what/where they are having success or struggling
Ben Loveland
Amazing app! Definitely has helped out my team a whole lot from our previous canvassing software. They identified what we were struggling with/needed and everything has been met. Highly recommend.
Ayana Hall
Download The App Now!
Track leads, manage appointments, map routes, and close deals faster from anywhere. The Knockio app gives your team the power to work smarter, not harder.
