Billing, payments, and the customer portal.

01

Flexible billing

Choose how you bill each customer.

Some companies bill flat monthly, some bill per visit, some keep a card on file for everything. PoolBase supports all of it at once, chosen per customer.

• Autopay with card on file
• Monthly service billing or an invoice per visit
• Mix billing types across your customer list

02

Chemical billing

Bill chemicals at your prices.

Set a price book for chemicals: flat prices or cost plus your markup. Choose per customer whether chemicals are included in their rate or billed separately. Every dose a tech logs is added to the invoice automatically.

• Flat or cost-plus pricing per chemical
• Per-customer choice: included or billed separately
• Logged doses added to the invoice automatically

03

Collection

Automatic payment reminders.

Open invoices get automatic payment reminders. Customers pay by card from the invoice, and payouts go straight to your bank through your own Stripe account.

• Automatic reminders on open balances
• Card payment directly from the invoice
• Payouts to your bank via your own Stripe account

04

Powered by Stripe

Payments run on Stripe.

Every card payment is processed by Stripe, the payment platform behind millions of businesses. You connect your own Stripe account, so the money is always yours: payouts go to your bank on Stripe's standard schedule, and card details go straight to Stripe.

• Your own Stripe account, connected in minutes
• Payouts to your bank on Stripe's standard schedule
• Card details collected and stored by Stripe

05

Customer portal

A portal where customers pay.

Customers sign in with a magic link to see their service history and invoices, pay online, and turn autopay on or off themselves.

• Magic-link sign-in for customers
• Invoices and service history in one place
• Self-serve autopay setup