Your logo and business details, a Bill To block, line items with quantity, rate and amount, totals with tax, payments received, payment instructions and terms. Lines billed off the estimate print at the customer's prices — your markup built in, the way their estimate read. Overdue is worked out from the date, so a late bill says overdue on their screen too. It always renders light, because it is a document, not a screen. Part of one system for the whole post-frame job — the quote, the contract and the bills all come off the same numbers.
Also called: invoice link · online invoice · send an invoice the customer can open
The invoice has its own link, and nothing stands in front of it
A branded document at its own address: your logo and business details, a Bill To block, line items with quantity, rate and amount, totals with tax, payments received, payment instructions and terms. The customer can reopen it any time, instead of hunting for an attachment in a six-month-old email. Overdue is worked out from the date, not from a status somebody forgot to change.
The customer says they never got the invoice, you find it in their spam folder three weeks later, and the draw that should have funded the trusses hasn't come in.
Customers pay what they can find. An invoice at its own address, reopenable any time and marked overdue from the date, removes the 'I never got it' excuse — and the money comes in sooner.
It opens on a phone, at the kitchen table
The document is built to be read on the device it arrives on — the total, what it is for, the stage it bills, and how to pay you, in the payment terms you set. It is the same document you see, not a customer-flavoured summary of it.
The invoice arrives as a PDF attachment sized for A4. The customer opens it on a phone, cannot read it, means to look later, and looks later on Thursday.
People pay bills where they read them — on their phone. An invoice that has to be pinched and dragged waits for somebody to be at a desk; making it readable where it's opened is the cheapest way to get paid days sooner.
The Bill To comes from the details they legally signed
Legal name, mailing address, email and phone from the customer's own signed form — plus a co-signer line and a lender line with the loan number where those apply. Not whatever name happens to be sitting in your contact list. City, state and zip are joined the way an address is actually written: the sort of detail a customer notices on a bill and a lender notices on a draw request. And when the lines come off the estimate, they arrive at the customer's prices — Materials, Labor and each section with your markup built in.
The bank rejects the draw request because the name on the invoice is the nickname somebody typed at first contact, not the name on the loan.
A lender pays a bill that matches the paperwork. Billing from the details the customer legally confirmed means the name, the address and the loan number are right first time — and the draw isn't sent back.
Outstanding invoices lead; paid ones fold away but stay reachable
Try itThe dashboard card heads with the outstanding total, or All paid in full, sorts unpaid oldest due first, and folds settled invoices behind a count. On a job billed six times, five settled invoices used to bury the one bill that needed paying. Folded never means gone — a paid invoice is the customer's receipt, and they come back for it at tax time. Drafts never leave your side.
On a job billed six times, five settled invoices bury the one that needs paying, and the customer pays the wrong one or none.
Customers pay the bill they can see first. Leading with what's owed, oldest first, gets the right invoice paid — and folding paid ones behind a count keeps their receipts one tap away at tax time.
Opening a document does not cost them their place
Try itInvoices, agreements and change orders open over the dashboard, with their own menus suppressed — tap outside or press escape to close, print stays available. Download prints the document and not the buttons, and the same layout renders identically on screen, in the panel and on paper.
The customer taps an invoice, lands on a different page, can't find their way back to the build progress, and rings you instead.
Nobody likes losing their place. Opening invoices, agreements and change orders over the dashboard keeps the customer where they were — and what they print is exactly what they just read.
- 1Every invoice gets its own link the customer can reopen any time
- 2It shows your logo, your details and every line
- 3A late bill says overdue, worked out from the date
- 4They can print it or pay it from the same page
- 5It opens over their dashboard without losing their place
An invoice a customer opens from their dashboard has to be the same document you see in the office — or the two of you end up arguing over different pieces of paper. So the customer's copy is the identical layout, with nothing about it depending on a login. And it is locked to light whatever their phone is set to, because an invoice gets printed and filed.
- Invoices trapped in email attachments
- Two invoice renderers producing different documents
- Dark mode rendering a document meant to be printed
Pay this invoice online
Checkout for exactly the balance owing. It only shows when you have processing connected and there is something to pay. Coming back, the invoice catches its own status and balance up. On your own subdomain, the customer lands back on your portal, not ours.
Bill To, taken from the form they signed
Legal name, mailing address, email and phone, plus a co-signer line and a lender line with the loan number when they apply. City, state and zip joined properly, not comma-separated. An empty block shows a dash, never blank space.
Download the invoice
The document and nothing else reaches the paper: no buttons, no menus. It fires once, not every time the page settles.
