Revenue and retention
Payments, reviews, and retention
Collect revenue and keep customers coming back.
Estimate drafts, invoice line item suggestions, checkout, subscriptions, deposits, taxes, refunds, retries, cancellation fees, review request drafts, finance anomaly flags, and customer status suggestions all stay connected to the same customer record.
Product sample
A closer look at how this appears inside Barrio.
Tax collected
$842
Download CSV tax reports by date range.
Refund history
$125
Track who was refunded and why.
Retries open
3
Past-due invoices stay visible until recovered.
Retention loop
Completed job → review request → book again
Next step
Want to see this workflow with sample customers and jobs?
The sandbox is preloaded, so you can click through the product without connecting Stripe, adding staff, or importing customers first.
Included capabilities
Built into the same customer record.
Each feature is designed to stay connected to the customer, job, schedule, and business timeline so the team is never piecing context together after the fact.
Estimate and invoice drafting from conversations or notes
Stripe-backed checkout, invoices, and recurring services
Financial anomaly assistant for retries, refunds, tax changes, and churn risk
Cancellation and no-show assistant with draft customer messages
Review requests and stale-customer win-back prompts
Keep exploring
Related product areas
Daily operations
Operations command center
Barrio brings today’s appointments, unassigned work, open estimates, failed payments, review opportunities, stale customers, unread messages, risky schedule gaps, and launch tasks into one dashboard so owners know where to act first.
Customer experience
Customer portal and self-service
Customers can manage their profile, saved addresses, notification preferences, jobs, schedules, billing, business relationships, and service history without starting over every time they need help.
Field execution
Scheduling, staff, and My Day
Customer bookings land on a real service calendar with assignment tools, resource-aware availability, maps, notes, and status for office and field.