Guide

How to send invoices that get paid faster

Hosted client view, clear totals, reminders — the pieces that cut your average collection time.

Step-by-step

Step 01
Generate from an estimate
Promote an approved estimate to invoice.
Step 02
Send the hosted link
Client opens in any browser; downloads as PDF if needed.
Step 03
Set reminders
Auto + manual reminders on overdue invoices.
Step 04
Record payments
Inline payment recording with method + amount.

Why hosted invoices?

Lower friction than email-with-PDF. Higher pay rate.

How do reminders work?

Auto on overdue; manual any time. Activity log captures each send.

Can I send in any currency?

Yes — currency follows the org's billing region.

What about partial payments?

Record any number of partial payments; balance updates automatically.

Do invoice numbers stay sequential?

Yes — org-scoped sequence. Accountants approve.

Can I export to QuickBooks?

CSV today; direct integration with the accounting release.