Invoices & payments
Workflow by role
- Staff: view assigned projects, enter time/expenses (if permitted).
- Manager+: create invoices, apply client credits, record payments, issue credit notes.
- Admin/Owner: manage numbering templates, tax defaults, and billing settings.
Screenshot
Screenshot
Placeholder image - replace with a real screenshot in a launch polishing pass.
Invoices & payments overview
Invoice editor
Record payment
Client credit applied
Screenshot
Placeholder image - replace with a real screenshot in a launch polishing pass.
Invoices & payments overview
Invoice editor
Record payment
Client credit applied
Guides, permissions, workflows, and company operations.
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Getting Started
Roles & Permissions
Time Tracking
Invoices & Payments
Estimate Form Wizard
Accounting Engine
Accounts Receivable
Client Credits
A/R Aging
Collections
Statements
Report Interpretation
Profit & Loss
Balance Sheet
Trial Balance
A/P Aging
Storage & Files
Billing & Subscriptions
Real Estate Plan
RE Settlements Workflow
RE Commission Splits
RE Reporting
RE Follow-ups & Pipeline
RE Access Controls
Ops Console
Production Runbook
FAQ
Documents live under Documents:
- Proposals - early-stage scope / pre-estimate.
- Estimates - quoted work; may be converted to invoice.
- Invoices - billable documents; can accept partial payments.
Payments
- Record payments against invoices. The system recalculates balance and status.
- Overpayments automatically create a client credit ledger entry.
- Payments can be recorded manually or via Stripe flows (depending on your billing configuration).
Accounting linkage
Invoices, payments, and expenses post journal entries via the accounting engine (idempotent posting).
Workflow by role
- Staff: view assigned projects, enter time/expenses (if permitted).
- Manager+: create invoices, apply client credits, record payments, issue credit notes.
- Admin/Owner: manage numbering templates, tax defaults, and billing settings.
Screenshot
Screenshot
Placeholder image - replace with a real screenshot in a launch polishing pass.
Invoices & payments overview
Invoice editor
Record payment
Client credit applied