CREATE AND SEND AN INVOICE

Invoices live in the same workspace as estimates, so the whole billing story for a customer sits on one screen. You can raise an invoice from scratch, build a free-form sectioned one, generate a draft with AI, or convert an estimate — and every invoice can go out by email with a payment link so the customer pays without an account or a password.

§Four ways to start

• ◆+ NEW INVOICE — the standard invoice editor.
• ◆§ SECTIONED — a free-form builder with 15 block types and reusable templates, for invoices that need mixed content and structure.
• ◆◆ REX AI — generates a draft from photos, voice notes, or a scope.
• ◆→ CONVERT on an estimate row — turns the estimate into an invoice in one step.

You can also start an invoice from the header’s ⚡ ACTIONS menu (NEW INVOICE), from the MONEY tab’s + INVOICE quick action, or by describing it on the customer’s ASK REV tab — Rev proposes the invoice as a one-tap confirm card and creates nothing until you approve it.

§Send it with a payment link

1. 01Find the invoice in the list — the INVOICES filter chip narrows a busy workspace.
2. 02Tap 📤 EMAIL. The invoice is emailed to the customer with a payment link included.
3. 03The customer opens the link and pays the balance through a secure checkout.

If the customer has an active portal, the invoice also appears on their portal’s Invoices tab showing the remaining balance with a Pay button, so they can settle it any time from the same link they already use.

§Track where every invoice stands

Filter chips slice the workspace by state: ALL, ESTIMATES, INVOICES, PAID, PARTIAL, OVERDUE, CONVERTED, and DEPOSIT. Each invoice row carries its own actions: $ PAY to record a payment, 📤 EMAIL to send or resend, ✎ DEPOSIT, ± CO for a change order, 📋 SEND TO SUB to send the invoice’s work to a subcontractor, and ⊞ JOB to attach it to a specific job on multi-job customers.