Set up once
Numbering, terms and tax set once for your company, and applied to every invoice.
Construction invoicing from the job itself. Tie each draw to a milestone on the schedule, and let clients pay online through your own Stripe account.
Example invoice: a framing draw and a change order with tax, a total, and a Pay now button that takes card or bank.
Invoices
Your client opens the invoice from a link, sees what it's for and what's owed, and pays by card or bank. The invoice marks itself paid, and the money goes to your Stripe account.
Numbering, terms and tax set once for your company, and applied to every invoice.
Keep every job's priced line items, from your own catalogue or an invoice you already sent.
Invoice in Canadian or US dollars.
Draw schedule
Set up a draw schedule for a home: what the buyer pays at each milestone, as a share of the contract or a fixed amount. When the milestone is done, the draw is ready to invoice.
Example timeline for a sample home: phases and tasks as bars across the weeks, linked where one task waits for another, colored by trade.
Questions
No. Client payments are made on your company's own Stripe account and paid out to your bank.
Yes. Record a cheque, a wire or cash against the invoice. A part payment leaves the rest as the balance due, and the invoice shows as part paid.
Office roles. Field and viewer roles never see money, and clients only see the invoices you send them.
Homeowners and building owners follow the job, approve changes and message you.
Take client payments in your own Stripe account, and pay for your plan by card.
Custom, spec and renovation work, with the client in the loop and every change approved.
Start with a sample home or your own project.