Retail Invoicing

Every invoice. Every payment. One connected workflow.

Most billing tools create the invoice and stop there. HieCOR connects the invoice to the customer record, the product catalog, the payment workflow, the authorization capture, and the post-payment follow-up — so every invoice is the start of a complete transaction, not a document in a drawer.

See a 30-minute demo Explore the platform ↓

No commitment required · US-based implementation team

customer details re-entered per invoice

profile, billing address, and terms pre-populated from CRM

1 screen

products, services, discounts, terms, and notes

every element from one connected workspace

payment methods on every invoice

card, text-to-pay, QR, ACH, split payments

Auto

post-payment follow-up from every paid invoice

review, warranty, and repeat purchase signals

Built for retail and service businesses where billing, CRM, inventory, and follow-up must stay connected

Appliance retail & serviceFurniture retailMattress & beddingHVAC & tradesAppliance repairEquipment sales & serviceMulti-location retailService businesses

customer details re-entered per invoice

pre-populated from CRM at invoice creation

100%

signed authorizations linked to every invoice

return policy and signature captured in the workflow

45 days

average time from contract to go-live

US-based implementation team included

Auto

post-payment follow-up from every invoice

review, warranty, and repeat purchase signals

Invoice Lifecycle

From customer record to paid invoice — one connected billing workflow.

Invoice operations break when customer records, product pricing, authorization capture, payment collection, and follow-up live in different systems. HieCOR connects every step from invoice creation through post-payment retention in one platform.

app.hiecor.com / invoice / create

1Create

Start every invoice from the customer record — not a blank form.

Open a new invoice and HieCOR pre-populates the customer name, billing address, contact details, payment terms, and account settings from the CRM record. Start from a completed sale, an approved estimate, a service ticket, or a blank invoice. Every path lands on the same connected invoice workspace.

0Customer details re-entered per invoiceCustomer profile, billing address, payment terms, and account settings pre-populated from the CRM record automatically.

✓Start from a sale, estimate, service ticket, or blank
✓Customer profile and billing details pre-populated
✓Payment terms and account settings loaded automatically
✓Representative and invoice profile configurable per transaction

See it in action Explore CRM & Customer Records →

app.hiecor.com / invoice / create

2Build

Add products, services, delivery, and terms from one screen.

Search or scan products to add line items. Add service calls, labor, delivery fees, installation charges, warranties, and discounts. Pricing rules apply automatically. Sales tax calculates by location and product type. Internal and customer-facing notes stay on the same record without switching tools.

1 screenProducts, services, discounts, terms, and notesEvery element of the invoice built from one connected screen — no switching between catalog, billing, and CRM.

✓Search or scan products to add line items
✓Service, labor, delivery, and warranty line items supported
✓Pricing rules and discounts applied automatically
✓Sales tax calculated by location and product type

See it in action Explore POS & Payments →

app.hiecor.com / estimate / 33410

3Authorize

Capture return policy acceptance and customer signature in the invoice.

Before payment is collected, HieCOR attaches your return and exchange policy to the invoice and captures the customer signature on a tablet, text link, or email. The signed document is permanently linked to the invoice record — no paper, no separate filing, no missing authorization at dispute time.

100%Signed authorizations linked to every invoiceReturn policy, terms of service, and customer signature captured in the workflow — stored permanently on the invoice record.

✓Return and exchange policy presented in the invoice flow
✓Customer signature on tablet, text link, or email
✓Terms acceptance logged permanently on the record
✓Preview and draft before requesting signature

See it in action Explore Estimates & Proposals →

app.hiecor.com / pos / order-complete

4Collect

Accept payment any way the customer wants — and close the invoice instantly.

Collect payment by card, contactless, text-to-pay, QR code, ACH, or split payment — all from the invoice record. The moment payment is collected, the invoice status updates, the customer receives a receipt, and inventory adjusts. No manual reconciliation, no end-of-day entry.

6+Payment methods on every invoiceCard, contactless, text-to-pay, QR code, ACH, and split payments — every method posts to the same invoice record instantly.

✓Card, contactless, and mobile payment in-store
✓Text-to-pay and QR code for remote collection
✓ACH and bank transfer for commercial accounts
✓Receipt by print, email, or SMS immediately after payment

See it in action Explore Payments →

app.hiecor.com / fulfillment / order-detail

5Track

See every open balance and invoice status in real time.

Paid, partially paid, overdue, draft, and voided invoices all visible from one dashboard. Filter by customer, location, date range, or payment status. AI flags aging balances and overdue accounts before they become collection problems — no manual AR report required.

LiveInvoice status across every transaction in real timePaid, open, overdue, draft, and voided — every invoice visible from one dashboard, updated the moment any payment posts.

✓Live invoice status — paid, open, overdue, draft, void
✓Aging balance report by customer and date
✓AI flags overdue accounts before they escalate
✓Transaction audit log with every action time-stamped

See it in action Explore Reporting & Analytics →

app.hiecor.com / service / field-ticket

6Follow Up

Turn paid invoices into future revenue — automatically.

After every invoice is paid, HieCOR keeps working. AI identifies which customers are ready for a review request, a warranty reminder, a service interval alert, or a repeat purchase signal — and schedules the right outreach automatically. Your team starts every day with a ranked list, not a manual check.

AutoPost-invoice follow-up triggered from completed transactionsReview requests, warranty reminders, service intervals, and repeat purchase signals triggered automatically from invoice data.

✓Review request triggered after confirmed payment
✓Warranty reminder scheduled from invoice close date
✓Service interval alert at the appropriate interval
✓Repeat purchase signal surfaced by AI from invoice history

See it in action Meet Morgan, your Growth AI →

Core Capabilities

Built for billing that needs more than a line-item total.

HieCOR connects customer intelligence, invoice building, authorization capture, payment collection, balance tracking, and AI-powered follow-up in one retail billing platform.

👤

Customer record at invoice start

Full customer profile, billing address, payment terms, and account history loaded at invoice creation. Zero re-entry.

CRM record pre-populatedPayment terms loadedAccount history visibleBilling address auto-filled

📄

Invoice builder

Products, services, warranties, delivery, installation, discounts, and fees on one invoice. Pricing rules and tax applied automatically.

Products & servicesWarranties & deliveryDiscounts & termsAuto tax calculation

✍️

Authorization & signature

Return policy, terms, and customer signature captured in the invoice flow. Signed on tablet, text link, or email. Permanently stored on the record.

Return policy captureTerms acceptanceSignature on tablet/text/emailPermanent record storage

💳

Payment collection

Card, contactless, text-to-pay, QR, ACH, split payments — every method posts to the same invoice. Receipt by print, email, or SMS.

Card & contactlessText-to-pay & QRACH & split payReceipt by print/email/SMS

📊

Balance tracking & AR

Live invoice status — paid, open, overdue, draft, void. Aging AR by customer and date. AI flags overdue accounts before they escalate.

Live invoice statusAging AR reportOverdue flaggingAI escalation alerts

🔄

Post-payment follow-up

Review requests, warranty reminders, service intervals, and repeat purchase signals triggered automatically from paid invoices.

Review request automationWarranty reminder scheduleService interval alertsRepeat purchase signals

AI Employees

AI working your invoicing and billing every day.

HieCOR AI Employees read your real invoice, customer, and payment data to surface overdue risks, follow-up opportunities, and billing anomalies before they become problems.

Jamie

Sales & Customer Experience AI

💼

→Identifies customers with approved estimates not yet converted to invoices — surfaced daily for conversion follow-up
→Flags high-value customers with open invoices approaching overdue status so your team can reach out proactively
→Surfaces stalled invoices that were drafted but never sent for team review and action

Meet Jamie →

Morgan

Revenue Growth & Marketing AI

📣

→Triggers review requests after confirmed invoice payment — timed for maximum customer response rate
→Surfaces customers with paid invoices who are at their historical repeat purchase interval for outreach
→Identifies high-value customers with multiple paid invoices as candidates for loyalty or upsell campaigns

Meet Morgan →

Taylor

Customer Support AI

💬

→Drafts responses to billing questions with the full invoice history and payment status already loaded in context
→Flags inbound messages about invoice disputes and routes them to the right team member with priority
→Monitors open billing threads for messages without a reply after 24 hours and surfaces them for team action

Meet Taylor →

Alex

Inventory & Supply Chain AI

📦

→Flags invoices where line items include products now below available inventory levels after the sale was committed
→Catches discrepancies between what was invoiced and what was actually shipped or installed on delivery jobs
→Surfaces invoices with unmatched or incomplete fulfillment before they reach the customer

Meet Alex →

Why HieCOR

What changes when the invoice is connected to the rest of the business.

The gaps most retail and service businesses live with every day — and what HieCOR does differently.

Situation	Without HieCOR	With HieCOR
Creating an invoice for a customer	✗Rep opens a separate billing tool, re-types customer name, billing address, and contact details — same information already in the CRM	✓Invoice opens with customer profile, billing address, payment terms, and account history pre-populated — zero re-entry
Adding a product to the invoice	✗Types product name and price from memory or a printed list — no live pricing, no availability check	✓Search or scan the product — pricing, availability, and variant options appear from the live catalog automatically
Customer needs to sign the return policy	✗Paper form handed over, signed, scanned, filed in a folder — or skipped entirely	✓Return policy and signature captured in the invoice flow — stored permanently on the invoice record
Collecting payment after the invoice is sent	✗Customer calls to pay, rep processes in a separate terminal, manually updates the invoice status later	✓Text-to-pay link sent from the invoice — customer pays, invoice status updates, receipt sent instantly
Checking which invoices are overdue	✗Someone exports the AR list, filters for overdue, contacts each customer — usually a week late	✓Live AR dashboard shows every overdue invoice — AI flags aging accounts before your team needs to look
Following up after payment is collected	✗Nothing happens automatically — depends on someone remembering to reach out	✓Review request, warranty reminder, and repeat purchase signal triggered automatically from the paid invoice

Use Cases

Built for every type of retail and service invoice.

HieCOR Retail Invoicing works for showroom sales, service billing, field payment collection, and commercial account invoicing — all from one connected platform.

Retail

The showroom sale invoice

Customer buys a refrigerator and extended warranty. Associate builds the invoice with both line items, applies promotional pricing, captures the return policy signature on a tablet, collects payment by card, and sends the receipt by text — from one screen, in under 5 minutes. Post-purchase review request goes out automatically.

Invoice built from POS sale with zero re-entry
Return policy signature captured before payment
Payment collected and receipt sent in one step

Service

The field service invoice

Technician completes the appliance repair and builds the invoice from the approved estimate on their mobile device. Customer pays by tapping their card. Invoice closes, parts deduct from inventory, service ticket marks complete, and the review request is scheduled — before leaving the driveway.

Estimate converts to invoice in one click
Payment collected on-site by mobile card tap
Inventory and ticket updated at invoice close

Commercial

Net 30 account billing

Your commercial customer expects a formal invoice and Net 30 terms. HieCOR generates the invoice, tracks the due date, and sends automated payment reminders at configured intervals. When the balance ages, AI flags the account before it becomes a collections issue.

Net 30 terms configured per commercial account
Automated due-date reminders at configured intervals
AI flags aging AR before escalation is needed

FAQ

Questions buyers usually ask first.

Everything buyers ask before deciding whether HieCOR is the right platform.

AwarenessIs HieCOR Invoicing connected to the CRM?

Yes. Every invoice starts from the customer CRM record — name, billing address, contact details, payment terms, and account history are all pre-populated at invoice creation. Zero re-entry between CRM and billing.

AwarenessCan HieCOR capture customer signatures on invoices?

Yes. Return and exchange policies, terms, and customer signatures are captured within the invoice workflow — on a tablet in-store, via text link, or through the emailed invoice. The signed document is permanently stored on the invoice record.

AwarenessWhat payment methods does HieCOR support on invoices?

HieCOR supports in-store card and contactless payments, text-to-pay links, QR code payments, ACH and bank transfer, split payments, deposits, and Net 30 account terms. All methods post to the same invoice record and update status in real time.

EvaluationCan HieCOR invoices include products, services, and delivery?

Yes. HieCOR invoices support product line items, service call charges, labor, delivery fees, installation, warranty items, accessories, and discounts — all on one invoice, with pricing rules and tax calculated automatically.

EvaluationHow does HieCOR track unpaid invoices?

HieCOR tracks every invoice status in real time — paid, open, overdue, draft, and voided. Aging AR is visible from one dashboard filtered by customer, location, date, and payment status. AI flags accounts approaching overdue before your team has to look.

EvaluationCan invoices be created from an approved estimate?

Yes. Approved estimates convert to invoices in one click — all line items, pricing, and customer details carry over exactly as approved. No re-entry, no version mismatch between what was quoted and what was billed.

DecisionHow is HieCOR Retail Invoicing priced?

HieCOR Retail Invoicing is included as part of the broader HieCOR platform based on modules deployed and transaction volume. Most businesses replace 2–4 existing invoicing, billing, and payment tools when they implement HieCOR. Pricing is discussed during the demo.

DecisionWhat does implementation look like for invoicing?

HieCOR's US-based implementation team handles invoice template setup, payment term configuration, payment method activation, authorization workflow setup, and integration with your accounting software. Most businesses are live within 45 days.