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Estimates & Invoicing

Creating & Sending Estimates

Learn how to create price estimates for your clients, add line items, send them via email or SMS, and convert accepted estimates into invoices

Creating & Sending Invoices

Learn how to create invoices, add line items, and send them to clients by email or SMS

Estimate Settings

Customize how your estimates look to clients by setting a custom footer message for all estimate PDFs

Sending Payment Receipts

Learn how to send payment receipts to clients by email or SMS after recording a payment

Invoice Settings

Customize how your invoices look to clients by setting a custom footer message for all invoice PDFs

Payments & Invoicing

Accepting Zelle Payments

Learn how to set up Zelle as a payment option for your invoices and how clients will see it in emails and the client portal

Accepting Square Payments

Connect your Square account to accept online credit card and debit card payments through your invoices

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