Help center
Estimates and invoices
Quote the work, collect a deposit, and bill in phases.
Create, send, and collect on invoices
How to create or convert an invoice, issue it with a payment link, share it with the customer, record cash or check, and void or lower what is owed.
Estimates and good, better, best proposals
How to create an estimate, share a private approval link, offer good/better/best options, and turn an accepted estimate into an invoice.
Progressive invoicing on one invoice
How to add the next phase of work or edit unpaid lines on an issued invoice, what happens to the payment link, and what can block a change.
Request and collect a deposit
How to set a deposit on an estimate or proposal option and collect it after the customer approves, with the rest paid later on the same invoice.