How to Use Invoicing

The goal of the Invoicing page is to tell a clear, complete story, for both you and your client. It’s designed to help you stay organized while making payment plans transparent and easy for your client to understand. This clarity builds trust and reduces confusion around how much is being paid, what changes have been made, when payments are due, how many payments are expected, and more.

To start using the Invoicing feature in Elevation Advisor, click Start Invoicing. This will make the screen interactive. If you need to change the date you want invoicing to begin, click the calendar icon next to Date and select a new start date. All payment dates will automatically adjust based on this change.

The price of the project from the original proposal appears next to Original Landscape Contract. This amount does not include change orders, which are handled further down the page. Under Original Landscape Contract, you’ll see:

• Project Days (how long the project is expected to take)
• Number of Payments
• Down Payment (in dollars)
• Down Payment Percentage

The Down Payment is the amount paid after the contract is signed but before the project begins. It counts toward the first payment, but it does not represent the full first payment on its own.

The Additions and Deletions section shows all change orders and whether they increased or decreased the total project cost. You’ll see how much each change order added or subtracted individually, as well as the combined total. The updated project price, including all change orders, is displayed next to Total Project Cost.

If you need to credit a client, click Manage Credits. Enter the credit amount and give it a name for recordkeeping. To add multiple credits, click Add New as many times as needed. When you’re finished, click Save. All credits will appear under the Credits header.

When invoicing begins, the first payment covers the difference between the down payment and one full payment. For example, if the down payment is $1,000 and each regular payment is $10,000, the first official payment will be $9,000. You will be able to update the first payment to reflect that the down payment has been covered before the full payment is complete. Each payment in the schedule is calculated by dividing the total project cost by the number of payments entered in Number of Payments. The final payment may be slightly higher (usually by one or two cents) to account for rounding discrepancy, offering the precision required for accounting purposes.

To update invoicing records, click on the payment you want to edit. This opens an interactive invoice on the right with detailed information for that specific payment. To change an individual payment’s due date, click the blue edit icon next to Due Date and make your adjustment. To record a payment that has been received, click Add Payment. For example, if a down payment has been made but the full first payment has not yet been completed, click the first payment, enter the down payment amount under Payment Amount, and click Save.

Once recorded, the payment line will update automatically. Partial payments appear in red, and complete payments appear in green. The Paid column shows how much money has been received for that payment, whether partial or full. The Status column indicates whether the payment is partially paid or fully paid, and the Amount column shows the total cost of that payment.

After any change is made, the updated totals will appear under Payment Received to Date and Remaining Balance After Current Payment. When everything looks correct, click Send Invoice to email the invoice directly to your client.

Updated on: 01/18/2026