Invoices

Create an invoice from a job, review the draft, and email it with a pay link.

Draft, Sent, Viewed, Partial, Paid, Overdue and Void — what each means and what sets it.

A walkthrough of the customer-facing invoice link.

Due on receipt or Net 7–90: set your default and choose terms when you create an invoice.

Download the invoice PDF, what's on it, and what your customer can download.

Invoices can't be deleted — void one to cancel it and keep the record.

Send an invoice or estimate by text, email or both, preview the exact message, and see why Text is unavailable for a customer.

Generate, send, and collect the per-milestone invoices of a payment schedule — and bill extras outside the plan.

Editing sent invoices, partial payments, numbering, tax, refunds and disputes.

Settle a warranty or no-charge invoice without recording a payment, from the office or the mobile app, and how to undo it.

Show a Leave a review button, and an optional QR code, on the payment page, the receipt email, the invoice email and the invoice PDF.

Write the subject line your invoice and estimate emails go out with, using placeholders like the invoice number and the service address.

Add a percent or flat late fee to unpaid invoices a set number of days after the due date, repeat it every 30 days, and waive it when you need to.