Finance and Invoices
Invoicing, payment tracking, and understanding your My Money dashboard.
Invoices — how they auto-populate from your contract
Once a proposal is converted to a contract, you can create an invoice from the Invoices section in the navigation. Tap New Invoice and select the job. The invoice auto-populates with the customer name, job name, and the locked contract total. Add a due date and any payment instructions — wire transfer details, check payable to, or a payment link. The invoice is sent to your customer by email from your company email address.
Payment tracking — marking payments received
When a customer pays, open the invoice from the Invoices page and tap Mark as Paid. Select the payment method and enter the payment date. The invoice status updates to Paid and it moves out of your outstanding invoices list on the dashboard. For partial payments, tap Record Partial Payment and enter the amount received. The invoice will show the remaining balance and stay active until fully paid.
My Money dashboard — what the numbers mean
My Money gives you a real-time view of your business finances. Total Revenue is the sum of all contract totals from jobs in Booked, In Progress, Complete, or Invoiced status. Pipeline Value is the total of all open estimates and proposals not yet signed. Average Job Size is your total revenue divided by number of booked jobs. Close Rate is the percentage of proposals you sent that resulted in a signed contract. The monthly chart shows your revenue by month for the past 12 months — revenue is counted in the month the proposal was signed.
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