Retyping an accepted quote into an invoice is where errors and delays live. This carries the agreed lines across intact, with the payment schedule already built.
What's Included
- Invoice lines from the accepted quote including any approved changes.
- A deposit or stage schedule generated from the agreed total.
- A running balance of invoiced against accepted value.
- An assistant that flags work delivered but never invoiced.
How To Use
- Invoice from the accepted version plus approved changes, never from the draft.
- Raise the deposit invoice the day the quote is accepted.
- Track invoiced against accepted so nothing is silently dropped.
- Reconcile at job close before the paperwork goes cold.
Chase the money with invoicing prompts, and keep the extras straight with the change order tracker.