Overview of Invoicing in Handoff
With Handoff, you can create and send invoices in under 30 seconds. This feature is designed to feel similar to our estimates page, with intuitive navigation and clear status tracking.
Invoice Dashboard
Statuses: At the top of your invoices dashboard, you’ll see different statuses for your invoices: Draft, Sent, and Paid.
Invoice Details: Scroll through your invoices to see which client each invoice is assigned to, the value, the date it was sent, and if any proposals are connected.
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.
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.
Integrating Invoices with Proposals
Setup a Payment Plan on 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.
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.
Setting Up Bank Connections
Connect Your Bank:
To start receiving payments, you’ll need to connect your bank account through our payment processor, Rainforest.
Complete the steps outlined in this video: Setup Online Payments
Follow the steps to provide your email, company details, EIN (if applicable), and bank information.