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Payments
Create estimates and invoices
Build estimates with line items, convert accepted work into invoices, and track payment status.
Invoices, payment status, held payments, and release workflows.
Steps
- 1Open Estimates to create a proposal for the customer and property.
- 2Add line items and optional choices when needed.
- 3Mark the estimate sent, accepted, declined, or expired as the sales process moves.
- 4Create an invoice from the accepted estimate or job.
- 5Use Payments to track paid, partially paid, held, released, refunded, or dispute review states.
Tip
Multi-option estimates are structurally supported even if the first UI stays intentionally simple.
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