Create and Send an Invoice

How to convert estimates to invoices and send them to customers for payment collection

PaintScout invoices are created from estimates and sent to customers via email for payment collection. Invoices can also generate automatically when a customer pays a deposit.

Invoicing workflow when a deposit via credit card is made

When deposits are enabled, an invoice generates automatically after the customer accepts and pays the deposit. The invoice tracks the deposit payment and shows the balance due.

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How to convert an Estimate into an Invoice

1. While on an estimate, click the drop-down arrow beside the send button > Create Invoice.

2. An invoice will automatically generate and you can start tracking payments.

Are you seeing a different option when creating an invoice? You may be on an older version. Reach out to us if you have any questions about this process.

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How to send an Invoice

1. Click the Send button on an invoice

2. Type out your email and review the invoice.

3. Click Send to send the invoice to your customer.

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