Invoicing and pay applications

Customer invoices

Open Financials → Invoices and click + New invoice. Pick the client and (optionally) a project. If the project has a budget, click Add from project budget to pull in unbilled line totals.

Edit lines inline, set tax, and click Send to client. The client gets a secure link to view and pay online.

Recording payments

When a payment arrives, open the invoice and click Record payment. You can log cash, check, online payment, or other. The invoice flips to Paid automatically when the balance hits zero.

Pay applications

For larger jobs that bill in stages, use Financials → Pay apps. A pay app pulls from your Schedule of Values and lets you enter % complete for each line. Retainage is calculated for you. Submit the pay app to send it to the client for review, then record payment the same way as a regular invoice.

Online payments

Connect a secure payment processor under Settings → Integrations → Payments so clients can pay with card or ACH straight from the invoice link.