STEP 01
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.
Why it matters
Billing errors begin when approved scope gets typed again
For owners, PMs, and office teams re-keying accepted proposals into billing.
01
Accepted line items are rebuilt by hand.
02
Deposits are difficult to reconcile after a revision.
03
Project managers cannot see billed versus remaining value.
04
The invoice and operational job tell different stories.
How it works
Keep billing attached to the approved work
STEP 02
Choose what to bill
Create the appropriate deposit, partial, progress, or final amount without losing the original scope.
STEP 03
Send one clear document
Preview and email the invoice from the job using the customer and company information already stored.
STEP 04
Follow the balance
Payments update amount paid and amount due while the invoice remains connected to the job.
Questions buyers ask
Straight answers, before the demo.
Can I invoice from an estimate?+
Yes. The intended workflow carries accepted estimate content into the invoice instead of requiring it to be entered again.
Can Woodsystems handle deposits?+
Yes. A deposit invoice can begin from the estimate’s suggested percentage or fixed amount.
Does this replace accounting software?+
No. Woodsystems runs operational billing around the job and can synchronize supported records with QuickBooks Online.
See it in action