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Articles on:Invoicing
Automated billing and payment tracking that syncs with project progress and change orders.

Categories

  • Onboarding
  • Invoicing
  • Reporting
  • Profit Genie
  • Proposals
  • Mobile App
  • Smart Calendar
  • Projects
  • Best Practices
  • FAQ's
  • Glossary
  • How to Use Invoicing
    The Invoice Client page is where a signed proposal turns into a clear payment story for you and your client. At any moment, everyone can see what the job costs, what has changed, what has been paid, and what's still ahead. That clarity is what builds trust. Clients show up on your Projects page automatically once they accept a proposal, so there's nothing to set up before you start. Getting Started On the Projects page, click Invoice Client on the project card (or in its thSome readers
  • Invoicing New
    The Invoice Client page is where a signed proposal turns into a clear payment story for you and your client. At any moment, everyone can see what the job costs, what has changed, what has been paid, and what's still ahead. That clarity is what builds trust. Clients show up on your Projects page automatically once they accept a proposal, so there's nothing to set up before you start. Getting Started On the Projects page, click Invoice Client on the project card (or in its thFew readers
  • Getting Paid Online with Stripe
    Get paid faster by letting your clients pay invoices online. When you connect your Stripe account, your invoices can carry a Pay Online button. Your client clicks it, pays by card or bank transfer, and the payment is recorded on the invoice for you. No checks to chase, no payments to type in. Before You Start You need your own Stripe account. Elevation Advisor connects to it, but the money never passes through us. Client payments land in your Stripe balance, and Stripe deposits them intFew readers

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