Money & Billing | Workspace
Invoice customers and record payments
Create an accurate invoice, collect payment, send receipts, and track balances.
Sign in to your company workspace to use the related controls.
What this section includes
- Create from completed work
- Verify the invoice
- Send securely
- Record payment
- Handle the balance
Start-to-finish instructions
Create from completed work
Start from the approved estimate or completed job when possible to preserve scope and pricing.
Verify the invoice
Review customer, service address, line items, discounts, tax, deposit, due date, and balance.
Send securely
Preview the customer view, then email or text the payment link using an approved channel.
Record payment
Online payments post automatically when configured; record cash, check, or other payments with date and reference.
Handle the balance
Send reminders, issue a receipt, create an adjustment or refund when authorized, and keep the audit history.
Helpful tip: Never collect full card details in notes or messages. Use the secure payment flow.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.