With Handoff, you can create and send invoices in seconds. This article covers the full invoicing workflow — from standalone invoices to proposal-based invoices and payment tracking.
Invoice Dashboard
Go to Invoices to see all your invoices. Each invoice shows the client name, value, send date, and linked proposal (if any).
Invoice statuses:
Draft — not yet sent
Sent — delivered to client
Viewed — client has opened it
Paid — fully paid
Past Due — payment overdue
Create and Send a Standalone Invoice
Use this when you need to invoice for work that didn't start with a proposal.
Go to Invoices and tap Create New Invoice.
Add client info and job details.
Build line items with rates and quantities.
Optionally attach photos as proof of completed work.
Tap Send — choose Send now or Schedule for later.
Convert a Proposal to an Invoice
On any approved proposal, tap Convert to Invoice.
Select which scope(s) the invoice covers.
Add a description of the completed work.
Upload photos, videos, or PDFs if needed.
Apply discounts, taxes, or credits.
Tap Send.
Line items and rates pull in automatically from the proposal.
Scheduling an Invoice
When tapping Send, choose Schedule for later to pick a future date and time. The invoice is delivered automatically at the scheduled time.
Logging Manual Payments
If a client pays in cash or by check:
Open the invoice.
Tap Log Payment.
Enter the amount and payment method.
Partial payments update the outstanding balance in real time and are logged to the payment history.
Setting Up Online Payments
To let clients pay online (ACH or credit card), you need to connect your bank account first. Go to Settings → Finance & Payments and tap Activate Payments. See How Do I Set Up Payments with Rainforest? for the full setup steps.