Create and send invoices directly from estimates

Convert approved estimates to invoices with one click, send via email, and track payment status automatically.

What's New

Invoicing is now fully integrated into your project workflow. Create invoices two ways: from approved estimates (copying line items, taxes, and totals verbatim) or start from scratch manually. Send invoices via email with automatic PDF generation and a client-facing portal for tracking. The invoice status machine tracks the full lifecycle—draft, sent, paid, overdue, void—with optional reason codes and automatic overdue detection via scheduled cron jobs.

Layout Parity

Estimate and invoice detail pages now share a unified 2-column layout with a collapsible sidebar containing the send card, metadata, and actions. Both views display line items grouped by room with sticky headers and include a revisions dropdown to track all edits. The inventory tab now adopts the same layout and styling for a consistent experience across all three detail surfaces.

Inventory Improvements

The salvage triage readout in the inventory actions bar now displays as a full-width emerald ratio bar with legend instead of loose chips, giving field staff an instant visual summary at a glance. The Statement of Loss shifts from a new-tab link to an inline side sheet for faster access, review, and printing.