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.
From there, project-level tracking handles the rest - what's been requested, recorded, refunded, and what's still due.
- Cash/check instructions
- Payment links
- Email receipt behavior
- Default deposit requirements
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.