Why PaintScout Invoicing?

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

Start Here: New to invoicing? Begin with How to 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 to customers, collect payments online via credit card or ACH, and track every dollar from deposit to final balance — all without leaving the platform.

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 a payment processor like Stripe or Wisetack, your customers can pay online by clicking a link in their email. PaintScout records the payment automatically and updates the invoice balance.
4. Track everything. The Payments Table gives you a clear view of what has been paid, what is outstanding, and what is overdue across all your invoices.

Key Invoicing Features

• Deposit requests — Request a deposit before starting work to secure the job and protect your cash flow.
• Multiple payment requests — Break a large job into several payment milestones so customers pay as work progresses.
• Manual payments — If a customer pays by check or cash, you can manually record the payment to keep your records accurate.
• 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 mark payment requests as paid as needed to keep your invoice records clean.

Tips for Faster Payments

• Connect a payment processor. Online payments via Stripe dramatically reduce the time between sending an invoice and getting paid. Customers can pay with a single click.
• 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.

Articles

• How to Create and Send an Invoice
• Payments Table Overview
• Creating Invoices

Related articles

Payments Table Overview

Overview of the Payments Table for managing payment requests, recording payments, and processing credit cards

Adding Payment Methods

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