Handoff can prepare invoices based on your estimates and proposals. Here’s how you can use Handoff for invoicing and online payments:
Invoice Preparation: Handoff can generate invoices from your estimates and proposals, allowing you to collect upfront deposits or final payments for your projects.
Independent Invoice Creation: To create an invoice independently, open the Handoff app, navigate to the Invoices tab, and select the option to create a new invoice. Enter client information, billing items, amounts, and due dates before saving or issuing the invoice.
Invoice Creation During Proposal Workflow: While drafting a proposal, use the Create Invoice option in the footer to prepare an invoice. This feature allows you to adjust details such as deposit amounts or add billing items directly within the proposal setup.
Online Payments: You can accept online payments via credit card, debit card, or ACH.
Invoice Management: Manage all your invoices within Handoff, including those paid outside the platform. You can:
Save invoices as drafts to make adjustments before issuing, and always double-check billing details to ensure accuracy.
Specify if projects are paid in cash, check, or by other payment apps.
Control when invoices are sent and mark when they were paid.
Export and Send Invoices: You can export and download invoice PDFs or receipt PDFs as necessary and send copies to your clients, all directly from the app.
By using Handoff for invoicing and online payments, you can streamline your payment process and keep all your financial transactions organized in one place.Following the detailed steps for creating and managing invoices will help users maximize Handoff’s invoicing features, ensuring seamless billing experiences.