Invoicing & Payments
Create estimates, send invoices, and accept payments
20 articles in this category
Accepting Payments
Accept credit card and other payments on your invoices
Accounting Integrations
Sync invoices, customers, and items with QuickBooks, Xero, or FreshBooks
Batch Invoicing
Send multiple invoices together with one payment link
Batch Payment Checkout
Pay multiple invoices at once with Stripe or Square checkout
Branded Email Templates
Add your company logo to invoice and estimate emails
Creating an Estimate
Create professional estimates for customer approval
Creating Invoices from Job Reports
Prefill invoices with completed work details from job reports
Creating an Invoice
Create professional invoices for your completed work
Import & Export Data
Import and export items and customers via CSV or Excel
Invoice Template Customization
Customize your invoice and estimate PDF styling with fonts, colors, layouts, and line item photos
Job Profitability Report
Track revenue, costs, profit, and margins across all completed jobs with per-employee labor rates
Paying Invoices Online
Pay contractor invoices instantly with credit card via Stripe
Automated Payment Reminders
Send automatic email reminders for upcoming and overdue invoices
Photo Library & Line Item Photos
Add photos to estimate line items from a reusable company photo library
Post-Connection Wizard
Import customers and items after connecting your accounting software
Progress Billing
Bill for larger projects in stages or installments
Recording Payments (Batch)
Record payments you've received and apply them across multiple invoices at once
Sending Invoices
Send invoices to customers via email
Accepting Square Payments
Accept payments on invoices using Square payment links
Accepting Venmo Payments
Set up and accept Venmo payments on your invoices