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.
Creating and Sending an Invoice
Start an Invoice:
Tap the + button at the top of the page to start a new invoice.
Enter the invoice amount, tax rate, and a description (e.g., "50% materials deposit").
Specify the payment terms (e.g., due upon receipt or net 15 days).
Save the invoice.
Send the Invoice:
After saving, choose whether to send the invoice immediately, schedule it for later, or save it as a draft.
Review the invoice details, including your company logo, contact information, and the invoice breakdown.
Send the invoice via email or text.
Client Payment Options:
Your client will receive the invoice and can click on a link to view it.
The invoice includes a "Proceed to Pay" button, allowing clients to choose between ACH bank transfer (1% fee) or credit card payment (3.6% fee).
The processing fee updates automatically based on the chosen payment method.
Integrating Invoices with Proposals
Creating an Invoice from a Proposal:
When sending an estimate or proposal, you can quickly create an invoice by scrolling to the footer of the proposal and selecting Create Invoice.
Specify the deposit amount and terms, then save it as part of your proposal.
Adding Additional Invoices:
You can set up multiple invoices, such as a 50% upfront deposit and a 50% midpoint payment.
These invoices will appear at the bottom of the proposal, allowing the client to pay as the project progresses.
Managing Invoices
Invoice Tab:
Access your invoices by navigating to the Invoices tab at the bottom right of the screen.
See which invoices were sent, whether they’ve been opened, and manage them accordingly (e.g., resend, mark as paid, or share).
Download invoices as PDFs to share or archive.
Paid Invoices:
Review paid invoices and download receipts to send to clients.
Setting Up Bank Connections
Connect Your Bank:
To start receiving payments, you’ll need to connect your bank account through our payment processor, Stripe.
Follow the steps to provide your email, company details, EIN (if applicable), and bank information.
Handoff collects payments and pays out to your bank account every two business days.