Check invoice defaults
Owners manage invoice messages, reminder preferences, and late fee defaults in Settings → Invoices. Shared payment terms and schedules are under Settings → Estimates & Proposals → General. Existing invoices keep their agreed terms.
- Open Settings and select Invoices.
- Review applicable messages and reminder preferences.
- Select Save invoice settings after changes.
- Follow Shared payment terms to review company terms and schedules.
Review each invoice
Invoices supports From approved estimate and Manual invoice. Review customer, items, dates, tax, payment terms, and any milestone before issue. Draft edits and document issue or sending are separate steps; check each visible result. Written deposit wording alone does not create a milestone invoice.
Check delivery and payment prerequisites
Review email and payment connections in Integrations. An owner manages BidPilot Payments and completes any Stripe requirements. Check current readiness and test-mode notices before relying on payment collection. Historical QuickBooks invoices stay read-only after integration retirement. Job completion, invoice issue, delivery, and payment have separate statuses.