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Invoices & payments

Turn approved work into invoices, record payments, and optionally sync with QuickBooks Online so accounting stays aligned with production.

Invoices on orders

Each order has an Invoice view with line items, subtotal, tax, and total. Items support drag-and-drop sort order and match what the customer approved.

After approval, you can convert the estimate to a invoice (manually or via your QuickBooks workflow). Payments can be recorded once the job is invoice-ready.

QuickBooks (optional)

If QuickBooks is enabled for your workspace:

  • Orders sync as estimates first; conversion to invoice when appropriate
  • Automated Sales Tax (AST) can calculate tax from customer location
  • Clients and payments can sync for a dual-system record (Supabase + QuickBooks)

Connect under Settings → Integrations. See your admin docs for required QuickBooks setup (at least one Service or Non-Inventory item).

Payments

Record payments against invoices from the order invoice view. Payment methods are configurable under Settings → Payment methods.

When QuickBooks is connected, payment recording follows your integration rules (typically after invoice conversion).

Invoice settings

Grouped docs for billing details:

Tips

  • Review totals on the invoice tab before sending final paperwork to the client.
  • Keep client tax-exempt flags updated to avoid rework on quotes.
  • Use cached order price totals on the list view for quick scanning — detail view is source of truth.