Quotes and invoices
A quote can name a deposit percent. The office invoices that deposit first. The rest of the quote is not billed up front. When the work is done, invoice what is left.
14-day trial. Card on file. If you never add a customer, job, quote, or invoice, we don’t charge.
What you get today
The quote carries terms and the deposit percent. The customer can accept a sent quote in the portal, which creates the deposit invoice.
If you approved the quote in the office, you can still create the deposit invoice yourself. It is a draft until you send it.
The customer pays the balance from the portal or a pay link. Card payments record on the invoice. Cash and checks are entered by the office.
A purchase order file can sit on the quote, the invoice, and the job. It is not shown in the customer portal.
The full remaining bill stays blocked until a deposit invoice exists. Invoice the deposit, then the rest.
On this site
Name, logo, timezone, Gmail. Add a customer. Put a job on the board. That is the first morning.