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INVOICING + PAYMENTS
12 GUIDES
Money in, money tracked.
§ INVOICING + PAYMENTS · ★ POPULAR
Create and send an invoice
Four ways to raise an invoice on a customer and how to email it with a payment link the customer can pay online.
4 min
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§ INVOICING + PAYMENTS
Record a payment
Log payments against invoices, scan checks with AI, bring in externally billed work, and handle refunds and credits.
5 min
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§ INVOICING + PAYMENTS
Deposits and change orders
Collect a deposit after an estimate is signed, and keep every scope change billed with change orders.
4 min
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§ INVOICING + PAYMENTS · ★ POPULAR
The FINANCIALS tab
A tour of the deepest customer tab — stat tiles, the NEEDS ATTENTION banner, quick actions, and the six money sections.
5 min
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§ INVOICING + PAYMENTS
Send a statement of account
Generate one statement covering every open invoice on a customer’s account, for month-end and multi-invoice balances.
3 min
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§ INVOICING + PAYMENTS
Track expenses
Record job costs so margins, net profit, and commissions are computed on real numbers instead of guesses.
4 min
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§ INVOICING + PAYMENTS
The MONEY hub
The company-wide financial dashboard — KPIs, invoices, payments, expenses, and drill-down reports with export.
4 min
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§ INVOICING + PAYMENTS
Lien waivers, AIA billing, and retainage
Construction-grade paperwork — lien waivers, AIA G702/G703 progress billing, milestones, and retainage tracking.
4 min
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§ INVOICING + PAYMENTS
QuickBooks sync
Connect QuickBooks, sync on demand from the MONEY tab, and let auto-sync keep the books current.
3 min
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§ INVOICING + PAYMENTS
Invoice and estimate defaults
The company-wide document rules — payment terms, numbering, footers, markup, expiration, late fees, and the printed header.
4 min
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§ INVOICING + PAYMENTS
How customers pay online
The settings behind the payment link and the portal Pay button — accepted methods, link behavior, the confirmation page, and reminders.
4 min
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§ INVOICING + PAYMENTS
Financial settings
The company financial policy screen — alerts, approval thresholds, commission basis, overhead, and tax, each on its own card.
3 min
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◆ READY WHEN YOU ARE