Basics
From estimate to paid invoice
The money path
- An approved estimate creates a job you can schedule on the calendar.
- When the work is done, mark the job complete and an invoice is drafted from it.
- Update if needed then send the invoice; record a manual payment (cash/check/ACH) or share a Stripe payment link.
- A receipt is emailed automatically when an invoice is fully paid.
You can edit an estimate or invoice any time until it is accepted or paid.
Still need help?
Email us at Help@MyTradeCrate.com — or log in to send a request from the app.
