Your money screens: quotes, invoices, payments, and the Finance hub
Sales & money holds everything from the first quote to profit: Quotes, Invoices, Payments, Finance hub, LedgerAI, Expenses, Profit Advisor, and Payment providers.
What each screen is for
- 1
Quotes and Quote templates: build and send estimates; approved quotes become invoices.
- 2
Invoices: send, track, and collect. Techs can collect on site from the Tech App.
- 3
Payments: every card and manual payment in one list.
- 4
Finance hub: the overview of money in and out.
- 5
LedgerAI: a bookkeeping view of income and expenses.
- 6
Expenses: log job and business costs.
- 7
Profit Advisor: coaching from your real jobs, leads, and payments. Estimates are labeled.
- 8
Payment providers: connect Stripe or another provider to take cards.
Tips
- Changing invoice fees needs an owner or admin.
- Connect a payment provider before sending your first invoice so customers can pay online.
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