Skip to main content- Invoices: an overviewWhere invoices live, what the Status and Payment columns mean, finding one fast, and what happens once an invoice is paid.
- How to create an invoiceStart an invoice from an approved estimate or from New, add the project’s products, and bill time and expenses from Ready to invoice.
- What your client sees on an invoiceYour client’s invoice page, choosing what it shows, and the PDF.
- How to send an invoice to a clientEmail an invoice with a View & pay button, and what your client sees.
- Signatures, and signing as the designerChoose who signs an estimate, add your own signature line, or have nobody sign.
- Using the side panelOpen any document beside the list: its next step, its tabs, and the totals pinned at the bottom.
- How to record a payment on an invoiceRecord a check, bank transfer or cash payment, apply a retainer or a credit memo, and keep the balance right.
- How to issue a refund or credit on an invoiceRefund all or part of a line, keep a restocking fee, and choose whether the money goes back, comes off the balance, or becomes a credit memo.
- How to create purchase orders from an approved estimateOrder everything your client approved, one purchase order per vendor, without typing it again.
- Payment schedule, fees and terms on an invoiceSet up the payment schedule, discounts, freight, tax, late fees, the card fee, memos and terms on an invoice.
- Ready to invoice: billing time and expensesEverything billable that isn’t on an invoice yet, in one list: tick what to bill and make draft invoices.
- Rates, snoozing and writing offHow time finds its rate, fixing No rate, snoozing what you’ll bill later, and writing off what you won’t.
- Change ordersWhen the scope changes: add items or take them away as a credit, get your client’s approval, then invoice and order it.