The billing pipeline runs from estimate to payment. Build a quote, convert it to an invoice, and track it against a budget.
The pipeline
- Quotes: build with the wizard, clone, send, and share a public PDF.
- Invoices: convert from quotes, record payments, email clients.
- Budgets: import billables and shifts, push to quote, track variance.
- Billable library: reusable cost/price/tax line items.
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