LossStack Office
Invoicing
Create and manage invoices from the same claim record.
LossStack Invoicing is built into LossStack Office. Create invoices from claim or job information, track status, generate PDFs, and deliver to clients — without switching platforms or re-entering claim data.
How Invoicing works
Create from the claim
Pull claim and job information directly into a new invoice. Add line items, descriptions, quantities, and pricing. The invoice is connected to the claim record from the moment it is created.
Generate and review
Generate a clean PDF invoice for review before sending. Check totals, line items, and recipient details. Save draft invoices and return to them when ready.
Deliver and track
Send the invoice by email directly from LossStack Office. Track delivery and status — draft, sent, viewed, or paid — all within the claim record. Clients with portal access can view invoices through the client portal.
Invoicing capabilities
Create invoices from claim or job information
Pull relevant claim and job data directly into the invoice
Line items and pricing
Add line items with descriptions, quantities, and amounts
Invoice status tracking
Track invoices from draft through sent and paid
PDF invoice generation
Generate clean, professional PDF invoices
Email invoice delivery
Send invoices directly to clients from the claim record
Client portal visibility
Clients can view invoices through the LossStack client portal
Claim-linked invoice history
All invoices for a claim organized in one place
Estimate-to-job-to-invoice workflow
Move from scope estimate through job to final invoice
Organization and billing records
Maintain organized invoicing records across the organization
Payment processing
LossStack Invoicing handles invoice creation, delivery, and status tracking. Payment processing will be enabled separately and is not yet active. Invoice records and history are maintained regardless of payment collection method.