Released: November 12, 2025
🔧 What’s New
We’ve given invoices a serious upgrade — bringing the clarity and professionalism of your proposals all the way through to payment. Now you can:
Set up milestone-based payment schedules in your proposals — no guesswork for clients.
Instantly convert proposals to invoices — no double entry.
Attach photos, videos, PDFs, and inspection reports as proof of work to build trust.
Bill by scope or by line item — not just flat percentages.
Log manual payments like cash or checks.
Show payment history to keep you and your clients aligned.
Create standalone invoices for work that didn’t start with a proposal.
Why This Matters
Get paid faster by looking more professional with Handoff's itemized invoices. Show your clients your level of detail with properly itemized invoices, solid proof of work via site photos. Show your trustworthiness by explaining when payments are due.
→ Fewer disputes.
→ Faster payments.
→ More trust.
How to Use It
1. Set Up a Payment Schedule in a 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.
2. Convert a 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.
3. Create a Standalone 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.
4. Log Manual Payments
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.
Who This Is For
This feature is built for pros running bigger jobs with multiple milestones. If you’re managing:
Whole-home remodels
Kitchen or bath projects
Multi-week renovations
...this update gives you structure and transparency — and saves you from chasing down payments or answering “What am I paying for again?”
Final Note: Don’t Forget to Link Your Bank
For faster payouts (2 business days) and low processing fees, make sure your bank account is connected. Go to https://app.handoff.ai/finance to get setup.