Invoices

Create invoices from estimates, send them to customers, and track payments in PaintScout.

Invoices help you turn accepted estimates into billable documents and track payments. This section covers invoice creation, sending, automatic invoice workflows, and the Payments Table used to request, record, and manage payments.

Start here: New to invoicing? Begin with Why PaintScout Invoicing for the full workflow, then use Create and Send an Invoice for the step-by-step flow.

In this section

• Why PaintScout Invoicing — See how invoices, payment requests, online payments, and payment tracking work together
• Creating Invoices — Create invoices from accepted estimates manually or automatically and see what carries over
• Create and Send an Invoice — Convert an estimate into an invoice and send it to the customer
• Payments Table Overview — Request payments, record payments, and take card payments from the invoice