Billing & Invoicing
Create invoices, automate billing, and integrate with accounting tools.
Quotes & Invoices
Complete billing lifecycle from quotes through invoicing, payment collection, and PDF generation
Introduction to Quotes & Invoices
Complete billing command center managing the financial lifecycle from quotes through invoicing and payment collection.
Quotes & Invoices Dashboard
Centralized view of all quotes and invoices with filtering, search, and quick actions.
Creating a New Quote
Create professional quotes with products, services, rental periods, and custom pricing.
Quote Wizard Walkthrough
Step-by-step guide through the quote creation process from customer selection to final review.
Adding Products and Services to Quotes
Build comprehensive quotes with multiple products and services using flexible pricing options.
Discounts, Fees, and Pricing Adjustments
Customize quote and invoice totals with flexible discount and fee options.
Quote Notes and Terms
Add professional notes and terms to quotes that communicate important information to customers.
Quote Status Management
Track quotes through their lifecycle with status indicators reflecting current state.
Sending Quotes to Customers
Deliver quotes to customers via email with professional formatting and easy access.
AI Message Generation for Quotes
Use AI to create professional, customized customer communications for quotes.
Quote Drafts and Resume Feature
Save quote work-in-progress and resume later without losing information.
Converting Quotes to Jobs
Transform accepted quotes directly into scheduled jobs with automatic detail transfer.
Creating Invoices from Quotes
Generate invoices directly from quotes with automatic import of details and line items.
Creating Invoices from Jobs
Generate invoices after job completion with automatic import of job details and work completed.
Creating Standalone Invoices
Create invoices independently without quote or job reference for ad-hoc billing needs.
Invoice Wizard Walkthrough
Step-by-step guide through building a complete invoice with all necessary details.
Invoice Status and Lifecycle
Track invoices through complete lifecycle from creation to payment.
Collecting Payments
Accept payments through Stripe and manually record payments from multiple channels.
Deposit Collection
Collect deposits upfront during job creation or before service delivery.
Payment History and Tracking
View complete payment history for invoices and track all financial transactions.
Generating Quote PDFs
Generate professional, branded PDF documents for quotes to share with customers.
Generating Invoice PDFs
Generate professional, branded PDF documents for invoices including payment history.
Invoice Drafts and Resume Feature
Save invoice work-in-progress and continue editing later without losing data.
Notes and Terms Templates
Configure default notes and terms that automatically apply to new quotes and invoices.
Troubleshooting Quotes & Invoices
Common issues and solutions for the Quotes & Invoices module.
Billing & Payments
Stripe Connect integration, payment processing, fee management, and subscription handling
Introduction to Billing & Payments
Accept payments directly from customers through Stripe Connect with automatic invoice reconciliation and payment tracking.
Setting Up Stripe Connect
Connect your Stripe account to accept payments directly from customers with funds deposited to your business account.
Understanding Platform Fees
Learn how platform fees work, including fee structure, transparency, and viewing fee history.
Collecting Payments from Customers
Accept payments through the customer portal or admin-initiated payment links with support for multiple payment methods.
Invoice Payment Reconciliation
Automatic invoice status updates when payments are received, including partial payment handling and manual recording.
Deposit Collection
Collect upfront deposits to reduce no-shows and secure commitments with flexible deposit amounts and tracking.
Payment History and Reporting
Access complete payment records, export data for accounting, and generate reconciliation reports.
Free Trial and Subscription Management
14-day free trial with full feature access, trial tracking, and subscription status management.
Troubleshooting Payments
Common payment issues and solutions including Stripe Connect, reconciliation, customer payment problems, and payout delays.
Tax Configuration
Flexible sales tax calculation methods including disabled, flat rate, and automatic address-based lookup with customer exemptions.
Invoicing
Create and send invoices
Recurring Billing
Automate your billing
Integrations
Connect with other tools