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Quotes, Invoices & Payments

Send estimates, invoice customers, and collect payment without confusion.

11 articles8 topicsOwner/Admin

Common tasks in this section

Send first quote Manage discounts Payment schedules Change orders Create service agreement Create invoice Send invoice reminder Record payment Manage expense accounts

Popular in this section

QuotingOwner/Admin

Send your first quote

Create and send your first estimate so you can move from lead to scheduled work without guessing at the next step.

InvoicingOwner/Admin

Create an invoice

Create an invoice from completed work so you can bill the customer fast and keep cash moving.

PaymentsOwner/Admin

Record a payment

Mark a customer payment correctly so invoices, reporting, and follow-up all stay accurate.

Browse by topic

Change Orders

1 article

Create and track a change orderAdd approved scope changes to a job so the office, crew, customer, and final invoice stay lined up.

Discounts

1 article

Create and manage discountsSet up discount codes your team can apply to quotes and invoices without changing the original service price.

Expenses

1 article

Create and manage expense accountsOrganize job costs into useful categories so reports and QuickBooks mappings are easier to understand.

Invoicing

3 articles

Create an invoiceCreate an invoice from completed work so you can bill the customer fast and keep cash moving.Convert a quote into an invoiceTurn approved work into an invoice without retyping the same line items all over again.Send an invoice reminderNudge unpaid invoices without building a new follow-up message every single time.

Payments

2 articles

Record a paymentMark a customer payment correctly so invoices, reporting, and follow-up all stay accurate.Refund a customer paymentIssue a refund cleanly so the balance, payment history, and customer conversation all stay straight.

Project Billing

1 article

Set up deposits, milestones, and payment schedulesBreak larger jobs into deposits, progress invoices, milestones, or final balance payments without losing track of what is due.

Quoting

1 article

Send your first quoteCreate and send your first estimate so you can move from lead to scheduled work without guessing at the next step.

Service Agreements

1 article

Create a service agreementBuild a recurring service agreement for commercial or repeat customers and keep the signed terms tied to the account.

Best place to start

Send your first quote

Create and send your first estimate so you can move from lead to scheduled work without guessing at the next step.

Start 2Invoicing

Create an invoice

Create an invoice from completed work so you can bill the customer fast and keep cash moving.

How to use this section well

The fastest way to avoid payment confusion is to link quotes, invoices, and reminders to the same workflow.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

Still need help?

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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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Quotes, Invoices & Payments Help Articles | Zentive Help