Invoice & collect the balance
You’ll finish with: The rest of the money in, without awkward phone calls.
← All help articles- Open the Money tab.
One screen for the whole picture: what’s owed to you, what’s overdue, what’s been collected.
In the app: Open Money
- Open Invoices to see every tax invoice and where it’s up to.
The invoice is created from the accepted quote: same numbers, same package the client chose, GST handled.
- The client pays the balance on the same link they accepted on.
No new links to find. Card payment settles the invoice automatically.
- Turn on automatic reminders in Settings so Sumitt chases for you.
Payment reminders and overdue notices go out in your name, on your terms (net days are yours to set).
In the app: Open Settings
Worked examples on this page use a concreting job. Signed in, the same article uses examples from your own trade.