Finance & ResourcesAll plans

Bill the work you actually did

Build an invoice from job or estimate line items, apply tax, set a due date, and keep the status current as money comes in.

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Invoices
InvoiceCustomerBalance
  • INV-3041Ridgeline Property$1,240.00
  • INV-3040Harborview DentalPaid
  • INV-3038Kessler Family Home$320.00
Live data from your organization
Line items

Invoice from the job instead of from memory

Invoice lines carry over from the job or estimate, with labor, materials, equipment, subcontractor, and other types, plus tax and totals.

  • Invoices built from job or estimate lines
  • Tax rate, subtotal, and total on the document
  • Due dates and payment instructions per invoice
Status

Draft, issued, partially paid, paid, voided

The invoice status follows what has been collected against it, so an outstanding balance is never a guess made from a bank statement.

  • Status from draft through paid
  • Amount paid tracked against the total
  • History of what changed and when
Customer view

Customers see their invoice without asking for a copy

Invoices appear in the customer portal for the email you granted access to, with the balance and the payments recorded so far.

  • Invoices visible in the customer portal
  • Balance and payment history shown
  • No PDF emailing back and forth

What it changes for your business

Invoices match the work on the job

Balances that are current, not reconstructed

Fewer "can you resend the invoice" calls

One numbering sequence across the business

Works alongside

Put invoices to work

One platform for customers, jobs, scheduling, invoicing, and reporting. Start with a 14-day free trial — no card required.

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