Creating and managing invoices

Open Estimates and go to Invoices.

Create an invoice from an approved estimate, from a sold job, or manually with the Add invoice form.

The customer details and line items carry over from the source document, so nothing is re-typed.

Tap Send to email the invoice or copy its no-login link; customers can view it and sign it without an account.

Record payments against the invoice with the Record payment button — amount, method, check number, and an optional proof photo.

The balance updates automatically; when it reaches zero the invoice moves to Paid.

Send a payment reminder from the invoice anytime, or let automatic reminders email overdue customers once each.

Push the invoice to QuickBooks from the invoice page when you reconcile.