When a client approves your estimate, you can quickly create an invoice based on it.
From the approved estimate, note the line items and totals. Navigate to Invoices and create a new invoice for the same project and client. You can replicate the line items from the estimate.
Adjust quantities or prices if the scope changed during the project. Add any additional charges or credits that weren't in the original estimate.
Set payment terms including the due date. Standard terms in construction are Net 30, but some contractors prefer shorter terms like Net 15 or even Due on Receipt for smaller jobs.
Tip: Invoice promptly after completing milestones. The sooner you invoice, the sooner you get paid. Don't wait until the end of the project to send one large invoice — break it into progress payments.
Still have questions? Contact our support team