How it works
From estimate to payment—five steps to streamline your entire invoicing workflow.
01
Start with an estimate
Send your client a detailed estimate with line items, rates, and your branding. Share it via a secure link or download as PDF—no signup needed on their end.
02
Convert to invoice
Once the estimate is accepted, convert it to an invoice with a single click. All details carry over—no re-entering data.
03
Share and deliver
Send the invoice as a secure link or clean PDF. Your client sees a mobile-friendly view with a clear breakdown of charges.
04
Get paid
Include your payment instructions directly on the invoice. When payment arrives, mark it as paid with a single click.
05
Track everything
Your dashboard shows outstanding, overdue, and paid totals at a glance. Manage clients, estimates, and invoices all in one place.