Invoice the job and let the customer pay online

Each invoice you send carries a link to its own payment page. The customer opens it without signing in, reads the line items and the amount due, and pays by card. They can use the card on file, enter a different card, or pay part of the balance. Every payment lands on the invoice, so the amount due drops as money comes in.

Yes. Convert to invoice sits on the quote's row and on the quote itself, and it carries the customer, every line, the notes, and the terms across. The new invoice is issued and emailed on the click, so there is no second step. The quote then links to the invoice it produced.

Yes. A recurring schedule holds the customer and the line items, then repeats weekly, every two weeks, monthly, yearly, or on a custom interval. Each invoice is issued and emailed on its date, and the customer's saved card can be charged as it goes out, with a retry before it falls back to an email. End the schedule on a date, after a set number of invoices, or pause it and resume when the work does.

An unpaid invoice moves to Overdue once its due date has passed. Send reminder emails the invoice again with the same amount, due date, and payment link, and the invoice stays payable the whole time. The overdue total at the top of the invoices page adds up what those invoices still owe.

Yes. Record payment logs money that arrived outside the product, and the amount due drops by what you enter. The amount starts at the full balance and cannot go above it, and a payment that clears the balance marks the invoice Paid and emails the customer a confirmation. A payment recorded this way has no card behind it, so it cannot be refunded from JobWise Pro.

Connect a Stripe account, which is what lets you create invoices and take money for them. Set a business email, because customer replies go there and sending stops until it exists. Verify your own sign-in email address. After that, every line needs a price and the total has to be above zero.