Send an invoice and record a payment

Bill the work and keep track of what’s paid.

1. Go to the Money tab, open Invoices and tap New invoice.
2. Start it from the accepted estimate or from the work logged on the job, and check the lines. A discount on the estimate carries over.
3. Tap Send invoice. The customer can pay online, or by Venmo or Zelle if you added them.
4. Paid in cash or by check? Open the invoice and tap Record payment.

Tip: Money → Sales by item shows what sold from your price book, and what it earned.