Invoices and payments
Topics
- Crews and the time clock (3)
- Customers and jobs (7)
- Estimates and proposals (3)
- Getting started (4)
- Invoices and payments (3)
- Pricing and worksheets (2)
- Profit and commissions (3)
- Roof measuring (1)
- Settings (5)
- Troubleshooting (1)
Using Work InProgress? The same articles are in the app under Help & support.
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Invoices, payments and refunds
Everything for a job’s money is on its Financials page: what the job comes to, invoices, payments, refunds, change orders and discounts.
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Card payments (Stripe or Square)
Optional. An Admin / Manager connects the company’s own Stripe or Square account in Settings → Card payments (paste the key from Stripe or Square, and the webhook address shown).…