You can create and send invoices using our platform without connecting a bank account. Here’s how to get started and ensure your invoices are sent properly:
How to Create and Send a Stand Alone Invoice
No proposal? No problem.
Head to Invoices → Create New Invoice.
Add your client info and job details.
Build line items with rates, quantities, etc.
Attach site photos as proof of completed work.
Use this for projects where you just need to get paid fast.
Invoice from the Proposal
Setup a Payment Plan on the Proposal
Go to any estimate and convert it to a proposal.
Scroll to the Payment Schedule section.
Click Set Up Payments.
Add milestones like “Framing Complete” or “Tile Delivered”.
Set due dates by milestone (e.g. "on approval") instead of fixed dates — we know construction shifts.
This shows clients their payment plan before they sign.
Convert the Proposal into an Itemized Invoice
Click Convert to Invoice on any signed proposal.
Choose which scope(s) the invoice covers.
Fill in a detailed description of the work completed.
Upload photos, videos, PDFs — anything that proves the work got done.
Apply any discounts, taxes, or credits.
Hit send — via text or email.
Everything — line items, rates, proof — pulls in from the proposal, so you don’t waste time duplicating info.
How to Log a Manual Payment
Client paid in cash? Dropped off a check?
Open the relevant invoice.
Click Log Payment.
Add the amount and payment method.
Your invoice will update automatically.
Partial payments update the balance due in real-time. The payments are logged to the payment schedule.