Estimates & Invoices

Complete Invoicing and Payment Tracking Workflow

Master the invoicing process from creation to payment collection.

intermediate 10 min read workflow invoicing payment collections
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Quick Answer: Create invoices from completed jobs, send via email/SMS, track payment status, automate follow-ups for overdue invoices, and record payments when received.

Invoice Workflow

  1. Complete the job and mark as done
  2. Create invoice from job (line items carry over)
  3. Review and adjust if needed
  4. Send to customer via preferred method
  5. Track payment status in Transactions
  6. Follow up on overdue invoices
  7. Record payment when received

Payment Follow-Up Automation

  • 3 days overdue - Friendly reminder
  • 7 days overdue - Second notice
  • 14 days overdue - Urgent request
  • 30 days overdue - Final notice

Payment Tips

  • Offer multiple payment methods
  • Set clear payment terms upfront
  • Automate reminders for consistency
  • Track aging in Transactions view