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Invoice Automation

Invoice Automation for Restaurants

Most restaurant owners spend 5–7 hours per week on billing, writing catering quotes by hand, chasing event deposits, manually tracking vendor invoices. This guide shows you how to automate the most time-consuming parts so you can spend that time doing literally anything else.

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Fredrik Filipsson & Morten AndersenCo-founders, Main Street AI · built multi-million dollar businesses with AI
Invoice Automation ⏱ 90 minutes to set up 💰 Free to start 🍽️ Restaurants & Caterers
5–7
Hours/week on billing (avg)
40%
Catering deposits never collected
$0
Cost with Wave (free invoicing)
90 min
Setup time for full system
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What Changes When You Automate Invoicing

Before Automation
Catering quotes written by hand per event
Deposit reminders forgotten or never sent
Manual receipts for every vendor payment
End-of-week totals done manually in a spreadsheet
Chasing late-paying event clients by phone
After Automation
Catering inquiry → invoice generated automatically
Deposit reminders sent on schedule, no chasing
Vendor invoices auto-tracked in one dashboard
Weekly P&L emailed to you every Monday morning
Automated payment links in every invoice

Best Invoicing Tools for Restaurants

ToolPriceBest ForKey Restaurant Feature
Square POS Best All-in-OneFree + processingDine-in, takeout, online ordersAuto-receipts, end-of-day reports, tipping
Wave Best Free OptionFree invoicingCatering clients, event billingAuto payment reminders, recurring invoices
FreshBooks$19/monthCaterers and event restaurantsDeposits, project billing, expense tracking
Toast POS$69+/monthFull-service restaurantsNative catering module, automated POS invoices
💡 What Most Restaurants Do

Square for front-of-house transactions (handles receipts and daily reports automatically). Wave (free) or FreshBooks for catering and event invoices. This two-tool combo covers 95% of restaurant billing needs at very low cost.

5 Steps to Automate Your Restaurant's Invoicing

1

Set up your POS for automatic receipts and daily reports

In Square, go to Dashboard → Settings → Receipts. Enable automatic email or SMS receipts. Enable the Daily Summary Email, you'll get a summary of each day's sales every morning automatically. No pulling reports, no manual entry.

On Toast, go to Back Office → Reports → Scheduled Reports and configure daily, weekly, and monthly reports to email automatically. This alone eliminates 1–2 hours per week of manual reporting.

📸Screenshot: Square Dashboard → Settings → Receipts with auto-receipt toggle enabled and Daily Summary Email turned on
2

Automate catering deposit collection

This is the biggest time-saver for restaurants that do catering and private events. Create a catering inquiry form (free with Typeform or JotForm) collecting: event date, guest count, service type, and contact info. Connect it to Wave or FreshBooks via Zapier, when someone submits the form, a deposit invoice is automatically generated and emailed with a payment link.

Lunch / Office Catering
Under $500 total
100% upfront
Private Dinner / Small Event
$500–$2,000 total
50% deposit
Wedding / Large Event
$2,000+ total
25–50% deposit
CATERING DEPOSIT WORKFLOW
Typeform: Catering inquiry
Zapier: Calculate deposit
Wave: Create + send invoice
Gmail: Confirmation email
📸Screenshot: Wave invoice automatically generated from catering form, event details, deposit amount, Pay Now button
3

Set up automatic payment reminders

In Wave, go to Invoices → Invoice Settings → Automatic Reminders. Configure: 3 days before due date (friendly reminder), on the due date (payment due today), and 3 days after (overdue notice). This alone reduces time spent chasing payments by around 80%. Most clients pay on the first reminder.

FreshBooks has the same feature at Settings → Invoice → Automatic Payment Reminders. Both let you customize the message for each reminder, keep the first one friendly, the overdue one more direct.

📸Screenshot: Wave Automatic Reminders settings showing three configured reminder rules
4

Track vendor invoices automatically

Connect your restaurant's business bank account or credit card to Wave's free accounting module. Wave pulls in transactions automatically and categorizes them (food costs, supplies, utilities, etc.). For vendor invoices that arrive by email (Sysco, US Foods, local suppliers), set up a Gmail filter forwarding those emails to your Wave email address, Wave will scan and attempt to log them as expenses automatically.

This isn't perfect, but it gets you 70% of the way there with minimal manual entry. Review and categorize the remaining 30% in your monthly bookkeeping session.

5

Set up weekly financial summary emails

In Wave, go to Reports → Schedule Report. Set up a weekly Profit & Loss email arriving every Monday morning. It shows total revenue, top expense categories, outstanding invoices, and net profit estimate for the prior week.

One Monday morning email, and you know exactly how last week went, before the lunch rush starts. No manual calculation, no pulling dashboards.

📸Screenshot: Wave scheduled weekly P&L summary email with revenue, expenses, outstanding invoices
📊 Real Results, Case Study
"I used to spend every Sunday doing the week's books. Between invoicing catering clients and tracking vendor payments, it was 4–5 hours minimum. Now I get a summary email on Monday and I'm done in 20 minutes. That Sunday time back is priceless."
4.5 hrs
Saved per week on billing
$3,200
Catering deposits recovered (first 3 months)
$0
Software cost (Wave free plan)
Nina C., Owner, La Boca Catering & Bistro, Denver CO  ·  40-seat restaurant + catering  ·  Set up in one afternoon

Start Getting Paid Faster, For Free

Wave invoicing is completely free. Set up your catering automation this weekend and stop chasing deposits by phone.

Get Wave Free → Try FreshBooks →

Common Questions

What's the best invoicing tool for restaurants?
For dine-in operations, Square POS handles receipts and reporting automatically. For catering and events, Wave (free) or FreshBooks are better for formal invoices with deposits. Most restaurants use Square for daily operations and Wave for catering clients.
How do I automate catering deposits?
Create a catering inquiry form (Typeform or JotForm) connected to Wave or FreshBooks via Zapier. When someone submits the form, a deposit invoice is automatically generated and emailed with a payment link. Clients pay by card immediately, no phone tag needed.
How do I track vendor invoices without manual entry?
Connect your business bank account to Wave, it pulls in transactions automatically and categorizes them. For email-based vendor invoices, forward them to your Wave email address for automatic scanning. For receipts, use Wave's mobile app to photograph and upload them on the go.

What to Automate Next →