Estimate first
Describe products or services and the work before you bill.
Clear business finances
Simple invoicing for small businesses
Move from an accepted estimate to an invoice, then to payment, without entering the same work twice.
Sent is not the same as paid
When estimates, invoices, and payments live in separate places, a partial payment or an unpaid balance can easily disappear from view.
Small business invoicing with follow-through
Convert to invoice
Continue from an accepted estimate without duplicating the record.
Full or partial payments
Record what arrived and see what remains.
Receivables view
Find outstanding invoices in one place.
Connected reports
Review billed and collected amounts alongside other activity.
From agreed work to collected money
- 01
Estimate
- 02
Invoice
- 03
Payment
- 04
Open balance
- 05
Dashboard
Invoices connected to the business
Customers, documents, and payments remain linked. Record related spending and review activity in reports.
For businesses that quote and collect
Useful for handyman, cleaning, lawn care, contractors, and professionals who need to document work and follow payments.
Questions about this workflow
Can an estimate become an invoice?
Yes. An accepted estimate can be converted without re-entering the work.
How do I see what a customer owes?
Record invoice payments and review the remaining receivable balance.
Are partial payments supported?
Yes. Record partial payments and keep the open amount visible.
Can I try the invoicing flow?
Yes. The demo shows the workflow with fictional data.
Keep exploring
How to create a professional estimate for a customerHow to turn an approved estimate into an invoiceHow to track accounts receivable for your small businessSmall business accounting software without the clutterTrack business expenses without spreadsheetsSpanish accounting software for small businessesBusiness resources
Want to see it in action?
Explore a realistic demo with fictional data.