Changelog

You can now customize the footer message that appears at the bottom of your invoice and estimate PDFs.

Open Settings from the Invoices or Estimates screen to set a custom message — add payment instructions, a thank-you note, terms, or any text that applies to every document. Line breaks are supported so you can format it across multiple lines.

You can now send estimates, invoices, and payment receipts through SMS in addition to email.

Each message includes a secure short link to the client portal so clients can quickly review documents and payment details from their phone.

You can now create price estimates for your clients before starting work. Add line items, send estimates via email as a PDF, and convert accepted estimates into invoices with one tap.

Clients can review, accept, or decline estimates directly from the client portal — no phone calls or emails back and forth needed.

Accept payments through Square directly from your invoices. Clients can pay online via the client portal using credit cards, debit cards, and digital wallets.