Invoice & Accounting

Invoices are automatically created when a job has been marked complete. Use the Job Invoice Dashboard to view associated payments, expenses, and notes for each invoice, ensuring that you have all the necessary information at your fingertips. Additionally, you can track when clients view their invoices in real-time, helping you stay informed about their engagement.

Send invoices to your clients via email, text, or any sharing app installed on your device. This feature allows you to select the most convenient method for both you and your client, ensuring that your invoices are delivered promptly and securely. The generated links are metadata-friendly and secure, offering a discreet URL that maintains professionalism.

Track deposits and payments for each job to ensure accurate financial reporting. This feature enables you to monitor payments across multiple jobs, giving you a clear overview of your financial performance. You can visualize the amounts paid compared to the amounts due using bar graphs, which makes it easy to identify outstanding payments.

You can easily add and edit payment details, including partial, percentage, or full payments. Additionally, you can track multiple payment types and include notes for each one. This feature helps you manage your payments effectively, providing a clear record of all transactions and allowing you to easily identify any uncollectible write-offs.

Send a receipt to your clients after they make a payment. Optionally, you can include a custom request for a company review in the receipt. This feature allows you to maintain professional communication with your clients and encourages them to provide feedback on your services while keeping the process simple and efficient.

Track expenses for each job to ensure accurate financial reporting. This feature allows you to monitor expenses across multiple jobs, providing a clear overview of your financial performance. You can visualize profit and loss through bar graphs, obtain expense percentages based on job prices, and understand how expenses affect your income report.

Easily add and edit expense details, including hourly, quantity, and fixed expenses. You can adjust the date of each expense to ensure accurate bookkeeping. All saved expenses are adjustable, allowing you to keep your records up-to-date and accurate.

Quickly access your frequently used expense items to save time when adding expenses. This feature enables you to add common expenses more efficiently and accurately by removing the need to retype basic details. You can adjust expense details as necessary and save edits for future use.