Connect customer paperwork, payment and follow-up.

01 / Invoicing

Create a clear invoice from the completed job

Bring the completed work into an invoice, check the charges and send it to the customer. Every AxiomBlue plan supports core invoicing with a PDF and no-login viewing link, subject to Free usage limits. Add your bank transfer or PayID instructions, then record payments against the balance. Online card payments and accounting sync require Professional and the relevant connected account.

• Job-to-invoice workflow
• Invoice lines, GST and terms
• Payment recording and balances
• Credit notes and allocation
• Customer payment links
• Recurring invoice templates

Core invoicing is available on every plan; Free allows 10 invoices a month. Basic starts at $29 AUD for the first seat per month, excluding GST. Professional starts at $59 for the first seat and adds configured workflows, accounting connectors and Stripe online card payments; connection setup and payment fees apply.

02 / Customer portal

Give customers a place to check the quote, work and invoice.

AxiomBlue’s customer portal brings shared quotes, invoices, recorded payments and relevant job progress into a customer-facing view. Customers can review and accept eligible quotes and find their paperwork. Configure access and check what is shared; Professional with a connected Stripe account adds online card payment for eligible invoices.

• Customer sign-in
• Customer quotes and acceptance
• Invoice detail and payment history
• Online payment when connected
• Job status and progress
• Shared photos and paperwork

Customer access must be configured for the business and its records. Online card payments require Professional and a connected Stripe account; processing fees apply.

03 / Customer SMS

Send the customer update and keep its sent record.

Send a customer SMS from AxiomBlue using purchased business credits, then refer to the sent-message history when the team follows up. Check the recipient, message and available credits before sending. Professional workflows can include SMS actions for configured processes; test the conditions before enabling them.

• Direct customer SMS
• Sent-message history
• Business SMS credit balance
• Workflow SMS actions

SMS requires the appropriate permission and purchased business credits. Workflow SMS actions additionally require Professional automation.

04 / Branded documents & templates

Set up a consistent quote, invoice and email presentation.

AxiomBlue Professional provides custom PDF and email templates for the paperwork your business sends repeatedly. Configure the layout, branding and message content, then preview the result with a sample record. Core quotes and invoices use the standard document workflow on Free and Basic, within the applicable limits.

• Quote and invoice PDF templates
• Visual template editing
• Document branding
• Email templates

Custom PDF and email templates require Professional. Core quotes and invoices are available on Basic with the standard document workflow.

05 / Finance & reporting

Review customer balances, supplier bills and the records behind them.

AxiomBlue puts customer invoices, recorded payments and outstanding balances alongside the jobs that created them. Professional adds supplier bills, accounts payable and financial reports, including aged balances. Open the underlying records to investigate a number, and connect Xero on Professional for your accounting workflow.

• Accounts receivable
• Accounts payable and supplier bills
• Credit adjustments
• Payment records
• Bank account details (not bank reconciliation)

Core invoicing and receivables are included in Basic. Accounts payable, advanced financial reports and Xero integration require Professional.

06 / Xero & payment connections

Connect job billing to Xero and online card payment.

AxiomBlue Professional connects to Xero for accounting sync and Stripe for online card payments on eligible invoices. Configure the relevant business accounts, review the sync results and test the customer payment experience. Your job records stay in AxiomBlue while the connected services support accounting and collection.

• Xero connection and sync
• Stripe online payments
• Connection and sync checks
• Payment fee reporting

Xero sync and Stripe online payments require Professional. Connected service accounts and any external subscription or processing charges are additional.