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.
