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Invoices

Send estimates and invoices, take payment, and keep track of what’s outstanding.

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What it does

Invoicing covers the money coming in: build an estimate, turn it into an invoice, send it, and watch it get paid. Everything is tied to a client, so you can see what a given client owes without adding up emails.

The invoice itself — line items, the payment schedule, and the production it belongs to. Send it and the client gets a private page with the PDF; what they do there comes straight back to this row.

Getting started

  1. Add your clients. Create a client with billing contact, address and currency once.
  2. Build an estimate. Add line items with quantities and rates. Reuse blocks you’ve billed before instead of retyping.
  3. Convert to an invoice. Approved estimate becomes an invoice with a number and due date.
  4. Send it. The client gets a clean link they can view and download as a PDF — no login required.
  5. Record payment. Mark payments as they land, in full or partial, and the balance updates.

Worth knowing

Get paid online

Take card payment against an invoice so clients can settle from the link.

Aging

See what’s overdue, by how long, and what’s still in draft.

Draft with AI

Describe the job and get a first-pass estimate you can edit.

Import history

Bring clients and past invoices across from FreshBooks so you start with your real book.

Tip. Save your common line items as reusable blocks — most productions bill variations of the same handful of things.

Common questions

Can a client pay online?

Yes — enable card payment on an invoice and the client gets a Pay button on their private link. Paid invoices mark themselves and issue a receipt.

What happens when a client accepts an estimate?

They approve it on the link with their name, you see it marked accepted, and the estimate converts to an invoice without re-typing the lines.

Can I bring in my existing books?

Clients and invoices import from FreshBooks or a spreadsheet, so you don't start from an empty ledger.

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