Learn about Billing Capabilities
View, send invoices and record their payment status.
The billing tab will show the payment terms once a bid is accepted.
- View PDF by selecting the View link on an individual invoice.
- Clicking Send will send an email to the customer if they are subscribed.
- Check the Invoice Paid check box to mark the installment as paid. A paid installment will be reflected in the Billing tab and on any statements or invoices.
- The View Statement button will download a PDF of all the invoice information that shows all paid installments, the total and the outstanding balance.
- If a Scope of Work Change is entered, a separate invoice will appear under the Billing tab to be viewed or sent to the customer.
- Please view the article on Integrations for how to link your QuickBooks Online account to Contractor Accelerator.