Choose the estimate
Start the invoice from the accepted estimate and its current revision chain.
Invoice from the estimate without rebuilding the job
Carry approved scope into billing, preserve the math across revisions, and let the office see exactly what remains to invoice and collect.
Billing errors begin when approved scope gets typed again
For owners, PMs, and office teams re-keying accepted proposals into billing.
1
Accepted line items are rebuilt by hand.
2
Deposits are difficult to reconcile after a revision.
3
Project managers cannot see billed versus remaining value.
4
The invoice and operational job tell different stories.
Keep billing attached to the approved work
Choose what to bill
Create the appropriate deposit, partial, progress, or final amount without losing the original scope.
Send one clear document
Preview and email the invoice from the job using the customer and company information already stored.
Follow the balance
Payments update amount paid and amount due while the invoice remains connected to the job.
Questions shops ask us
Can I invoice from the estimate?+
Yes. The invoice carries the accepted revision's lines; nothing is typed again.
How do deposits and progress invoices work?+
A payment schedule on the estimate raises each invoice at its milestone: acceptance, a status, a number of days, or when you press Bill now.
Can we pass card fees to the customer?+
Yes. A company setting adds the card or bank fee as its own line on the invoice and the payment link, and it can be switched off.
Does it sync to QuickBooks?+
Invoices and payments sync to QuickBooks Online, with the customer linked rather than duplicated.
What does the customer receive?+
A link to the current invoice, with your company's layout and signature options set once for every document type, and a PDF if they want one.
Where is the balance?+
On the invoice and on the job. Every payment, refund and credit updates paid and due the moment it is recorded.