What You Can Do with Itemized Invoices
Set up milestone-based payment schedules in proposals
Convert approved proposals directly into invoices — no double entry
Attach photos, videos, and PDFs as proof of work
Bill by scope or line item
Log manual payments (cash, checks)
View full payment history on every invoice
Create standalone invoices for jobs that didn't start with a proposal
Invoice View
When you open an invoice, use the segmented control at the top to switch between:
Invoice — your editable contractor view with all line items, columns, and payment details
Client view — a preview of exactly what your client sees
The invoice table includes columns: ID, Label, Section, Room, Quantity, Unit Cost, Total. You can add rows, edit rows, delete rows, and customize which columns are visible.
Sending an Invoice
Open the invoice and tap Send.
Choose from the bottom sheet:
Send now — delivers immediately
Schedule for later — pick a date and time to send automatically
Select delivery method (text or email) and confirm.
Setting Up a Payment Schedule
Go to any estimate and convert it to a proposal.
Scroll to the Payment Schedule section.
Tap Set up payments.
Add payment entries. For each entry, set:
Name (e.g., "Deposit", "Framing Complete")
Amount type: Percentage or Fixed amount
Due date type: On Completion, Milestone, or specific Date
This shows clients their payment plan before they sign.
Converting a Proposal to an Itemized Invoice
On any approved proposal, tap Convert to Invoice.
Choose which scope(s) the invoice covers.
Add a description of the work completed.
Upload photos, videos, or PDFs as proof of work.
Apply discounts, taxes, or credits as needed.
Hit Send — via text or email.
Line items, rates, and all detail pulls in from the proposal automatically.
Creating a Standalone Invoice
Go to Invoices and tap Create New Invoice.
Add your client info and job details.
Build line items with rates and quantities.
Attach photos as proof of completed work.
Send it.
Logging Manual Payments
Open the invoice.
Tap Log Payment.
Enter the amount and payment method.
Partial payments update the balance due in real time and are logged to the payment schedule.
QuickBooks Sync
If your QuickBooks account is connected and a sync conflict is detected, you'll see: "QuickBooks conflict detected. Sync paused for this invoice." Resolve the conflict in QuickBooks to resume syncing.
Get Paid Online
To accept credit card and ACH payments, connect your bank account through Finance & Payments in Settings. See How Do I Set Up Payments with Rainforest? for setup steps.