Why PaintScout Invoicing?

Create invoices, manage payment requests, and track payments in PaintScout

Start here: New to invoicing? Begin with Create and Send an Invoice for a step-by-step walkthrough.

Getting paid should be as smooth as writing the estimate. PaintScout's invoicing features let you convert accepted estimates into invoices, send payment requests, collect card or ACH payments, record offline payments, and track every dollar from deposit to final balance without leaving the platform.

A new payments experience is rolling out in stages. Depending on your account, you may see refreshed payment labels, new statuses, refund tools, and updated reports.

See What’s New in Payments for the rollout details.

How Invoicing Works in PaintScout

The invoicing workflow in PaintScout is designed to flow naturally from your estimates:

1. Create an invoice. Once a customer accepts an estimate, you can create and send an invoice directly from that estimate. PaintScout pulls in the accepted scope, pricing, and customer details automatically, so there is no re-entering data.

2. Send payment requests. A payment request is a specific ask for money — whether it is a deposit before work begins, a progress payment, or the final balance. You can send multiple payment requests against a single invoice to break the job into manageable payment milestones.

3. Collect payments. When connected to PaintScout Payments or Stripe, your customers can pay online by clicking the invoice link. You can also record cash, check, or other offline payments manually. If you offer financing through Wisetack, customers can apply from supported estimates and invoices.

4. Track everything. The Payments Table shows payment requests, recorded payments, and payment details in one place. You may also see statuses like Processing, Failed, and Refunded.

Key Invoicing Features

• Deposit requests — Create a payment request before starting work to secure the job and protect your cash flow.

• Multiple payment requests — Break a large job into deposit, progress, and final payment milestones.

• Flexible payment collection — Request a payment, record a manual payment, or take card or ACH payments directly from the invoice.

• Payment tracking and statuses — Review what is requested, successful, processing, failed, or refunded in the Payments Table, based on your rollout.

• Refund support — Refund eligible successful payments when refunds are enabled on your account.

• Customer payment experience — Learn how customers make a payment so you can walk them through the process if they have questions.

• Payment request management — Delete or resolve payment requests as needed to keep your invoice records accurate.

Tips for Faster Payments

• Connect a payment processor. Online payments through PaintScout Payments or Stripe reduce the time between sending an invoice and getting paid.

• Request deposits up front. A deposit secures the customer's commitment and improves your cash flow before materials are purchased.

• Send invoices promptly. The sooner a customer receives an invoice after accepting an estimate, the sooner they are likely to pay.

• Enable payment notifications. Turn on payment-received emails in your profile settings so you know the moment money comes in.

Related articles

Payments Table Overview

Find the right workflow to request, record, take, refund, and review invoice payments.

Payment Methods

Configure the list of accepted payment methods that appear on invoices such as check, cash, credit card, and other options.