Invoices
Bill the milestone you already agreed to
The proposal set a payment schedule. An invoice is one line of that schedule with the balance carried forward, so the client can see exactly where the job stands against the contract.
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STEP 1
Pick the milestone
Deposit, rough-in, completion — whatever schedule the signed proposal set up.
STEP 2
Check the balance
Contract amount, previously billed, this invoice, and what's left. All four on the document.
STEP 3
Send it
Download or email. Reference the invoice number with payment.
What's on it
- Progress billing against the signed payment schedule
- Contract amount, previously billed, and balance after this invoice
- Invoice number and payment terms
- The final invoice absorbs rounding, so the invoices sum to the contract exactly
Questions
- What about the rounding on percentage milestones?
- The final invoice absorbs whatever the percentages don't divide into evenly. Round each milestone independently and you end up a cent off with a final balance reading minus one cent, which looks careless on a document someone is about to pay.
- Does this connect to my accounting software?
- Not yet. Invoices export as PDFs today. Accounting sync is a later phase, and we'd rather say so than imply it works.
One plan read produces all of it
The takeoff measured the job once. Every document below comes off those same numbers.
Proposal
The full client-facing document: scope, pricing, terms, and signature.
Read moreChange order
Priced scope change with schedule impact, signed before the work happens.
Read morePurchase order
Material order to a supplier, at cost, with quantities from the takeoff.
Read moreSubcontractor scope
One trade's scope and quantities, at your sub price — no client markup shown.
Read moreMaterial list
Everything to buy, grouped by trade. Print it and hand it to the yard.
Read moreTry it on a real plan before you pay
Read a drawing, correct the takeoff, price all 38 trades, and produce the full document set. It stays watermarked until you subscribe.
Open the demo