7. Billing & Invoicing (Pro)¶
Create invoices, manage payments, and track your financial transactions.
Note: Billing features require an active Pro subscription.
7.1 Creating Invoices¶
From a Quote¶
The most common way to create an invoice: 1. Open an approved quote. 2. Tap Convert to Invoice. 3. The invoice is pre-filled with the quote's line items and pricing. 4. Review and adjust if needed. 5. Tap Create Invoice.
New Invoice¶
Create an invoice from scratch:
- Go to More > Billing > Invoices.
- Tap + New Invoice.
- Fill in the invoice details:
| Field | Description |
|---|---|
| Client | Select the client |
| Invoice Number | Auto-generated (can be customized) |
| Date | Invoice date |
| Due Date | Payment due date |
| Line Items | Add materials, labor, and other charges |
| Tax Rate | Apply configured tax rate |
| Discount | Optional percentage or fixed discount |
| Notes | Terms, conditions, or notes for the client |
- Tap Save as Draft or Send Invoice.
Invoice Statuses¶
| Status | Description |
|---|---|
| Draft | Invoice is being prepared, not yet sent |
| Sent | Invoice has been sent to the client |
| Viewed | Client has opened the invoice |
| Paid | Payment received in full |
| Partial | Partial payment received |
| Overdue | Past the due date without full payment |
| Cancelled | Invoice voided/cancelled |
7.2 Managing Payment Methods¶
Configure how you accept payments:
- Go to Settings > Payment Methods.
- Add your accepted payment methods:
- Check
- Bank transfer / ACH
- Credit card (via integrated processor)
- Cash
- Other custom methods
Payment methods appear on your invoices so clients know their options.
7.3 Tax Rates¶
Set up tax rates for automatic calculation:
- Go to Settings > Tax Rates.
- Tap + Add Tax Rate.
- Configure:
- Name (e.g., "State Sales Tax", "County Tax")
- Rate (e.g., 6.5%)
- Is Default — Automatically apply to new invoices
- Tap Save.
You can configure multiple tax rates and select which ones apply per invoice.
7.4 Payment Processing¶
Recording Manual Payments¶
When a client pays outside the app (cash, check, bank transfer):
- Open the invoice.
- Tap Record Payment.
- Enter the amount, date, and payment method.
- Tap Save.
- The invoice status updates automatically (Paid or Partial).
QuickBooks Payment Integration¶
If QuickBooks is connected, payments can be processed through the QuickBooks payment gateway. See 14.1 QuickBooks Integration.
7.5 QuickBooks Integration¶
Sync your Remnant Finder billing data with QuickBooks:
- Go to Settings > Integrations > QuickBooks.
- Tap Connect to QuickBooks.
- Sign in to your QuickBooks account and authorize access.
- Configure sync preferences:
- Auto-sync invoices — Push new invoices to QuickBooks
- Sync clients — Keep client data in sync
- Sync payments — Record payments in both systems
What Gets Synced¶
| Data | Direction |
|---|---|
| Clients | Remnant Finder → QuickBooks |
| Invoices | Remnant Finder → QuickBooks |
| Payments | Bidirectional |
| Products/Services | Remnant Finder → QuickBooks |