Make the commercial next step clear
Prepare estimates and invoices, keep line items and customer details together, and use scheduled invoicing where it fits the business.
Clear for you. Clear for the customer.
Build an estimate from the customer's details and the products or services involved. Set out quantities, prices and notes, then send a link the customer can review and accept or reject online.
Create and edit invoices with totals visible as you work. Send the finished invoice, download its PDF and use the unpaid or overdue views to see which records need your attention.
For example: a monthly service, without starting again.
A maintenance business could set up a monthly invoice schedule for an ongoing service, with the customer, line items and payment period already recorded. Each scheduled run creates a draft invoice. Review the month's work, make any changes and send it when it is ready.
Less effort between doing the work and billing for it.
Start with estimates and invoicing. Add the tools that support the way your business sells.
Discuss estimates and invoicing