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:
- Open an approved quote.
- Tap Convert to Invoice.
- The invoice is pre-filled with the quote's line items and pricing.
- Review and adjust if needed.
- 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 |
| Paid | Payment received in full |
| 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:
- Credit card
- Bank transfer / ACH
- Check
- Cash
- Pix (Brazil)
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 | Remnant Finder → QuickBooks | QuickBooks → Remnant Finder |
|---|---|---|
| Clients | Yes | Yes |
| Invoices | Yes | -- |
| Payments | Yes | Yes |
| Products/Services | Yes | Yes |
| Suppliers/Vendors | Yes | Yes |
For more details, see Integrations > QuickBooks.
7.6 Payment Plans¶
Set up installment payment plans for your clients:
- Open an invoice.
- Tap Create Payment Plan.
- Configure the plan:
| Option | Description |
|---|---|
| Frequency | Weekly, Biweekly, or Monthly |
| Installments | Number of payments (auto-calculated from total) |
| Start Date | When the first installment is due |
| Amount | Per-installment amount (auto or manually adjusted) |
- Tap Save.
Each installment is tracked individually with its own status (Pending, Paid, Overdue, Cancelled). You can record payments against specific installments as they come in.
7.7 Vendor Bills (Accounts Payable)¶
Track what you owe to suppliers and vendors:
- Go to More > Billing > Vendor Bills.
- Tap + New Vendor Bill.
- Fill in the bill details:
| Field | Description |
|---|---|
| Vendor | Select the supplier or vendor |
| Bill Number | Vendor's invoice/bill number |
| Date | Bill date |
| Due Date | Payment due date |
| Line Items | Materials, services, or other charges |
| Amount | Total amount owed |
| Notes | Additional notes |
- Tap Save.
Vendor Bill Statuses¶
| Status | Description |
|---|---|
| Pending | Bill received, not yet approved for payment |
| Approved | Approved, awaiting payment |
| Partial | Partially paid |
| Overdue | Past due date without full payment |
| Paid | Fully paid |
| Cancelled | Bill cancelled or voided |
7.8 Commission Reports¶
Track sales commissions for your team members:
- Go to More > Reports > Commissions.
- View commission payables by team member, date range, and status.
Commission rates can be configured:
- Per client — Set a commission rate on the client record (see CRM > Adding Clients).
- Per project — Override the rate on specific projects.
Commission Statuses¶
| Status | Description |
|---|---|
| Pending | Commission calculated but not yet paid |
| Approved | Approved for payment |
| Paid | Commission paid to team member |
| Cancelled | Commission voided (e.g., project cancelled) |
7.9 Invoice Settings¶
Configure default settings for your invoices:
- Go to Settings > Invoice Settings.
- Configure:
| Setting | Description |
|---|---|
| Invoice Prefix | Prefix for auto-generated invoice numbers |
| Default Notes | Default notes that appear on every invoice |
| Payment Terms | Default payment terms (e.g., Net 30) |
| Default Tax Rate | Tax rate automatically applied to new invoices |
- Tap Save.