EstimateSync

Invoice and Payment Tracking ​

You finished the job — now know exactly where every dollar stands.

The full ledger, attached to the project ​

Once a project is marked sold, you see everything at a glance: invoice amount, deposit progress, payments received, refunds, and remaining balance. Payment history stays attached to the project — a clear paper trail without a separate spreadsheet.

Set it once, use it everywhere ​

Configure your payment preferences in account settings and they carry forward automatically:

  • Cash/check instructions
  • Payment links
  • Email receipt behavior
  • Default deposit requirements

From there, project-level tracking handles the rest — what's been requested, recorded, refunded, and what's still due.

Let customers pay the way they already pay ​

Payment links let you include your preferred external methods — Venmo, Zelle, a card processor, whatever you use — directly in payment requests. Your customers get a smooth experience, and you stay organized.

Nothing falls through the cracks when estimates, invoices, and payments all live under the same roof.

  • Projects guide: /docs/guide/projects-estimates-invoices
  • Account settings guide: /docs/guide/account-settings
  • Payment settings reference: /docs/reference/payment-settings