Generated from acceptance
The accepted version, its discounts and taxes carry through.
Invoices that come from the accepted scope
No copying totals between tools. The invoice inherits the estimate the customer actually accepted.
Invoicing generates documents from accepted estimates, records payments against them and reports receivables aging so you can chase what is late.
Inside the module
Payment records
Register payments and see the outstanding balance per invoice.
Receivables aging
A report of what is overdue and by how long.
Client access
Share the invoice on a link instead of an email attachment nobody can find.
Close the loop
Create a workspace and invoice your first accepted estimate.
Create an account- Multi-trade
- EN / ES
- Role-based access
- Tenant isolation