Workflows from start to finish
How do I create a new draft from a returning customer's past job?
Duplicate a past job into a new draft and review every detail that can change.
How do I transfer contacts, open invoices, and balances?
Agree the migration scope before importing contacts, unpaid documents, or starting balances.
How can a freelancer turn an estimate into a paid invoice?
Keep the agreed quote, invoice, and actual payment connected as you complete your first job.
How do I track retainer hours and bill extra consulting work?
Keep included retainer hours separate from extra work that may need another invoice.
How can a designer offer packages and invoice the client's selection?
Present clear package choices and invoice the scope the client actually accepted.
How do I bill a deposit and collect the remaining balance?
Separate a planned deposit from money already received.
How do I sell an inventory item and check the remaining stock?
Use an inventory-tracked product when you need the sale to affect stock records.
How can a contractor track project purchases and profitability?
Keep purchase costs connected to the project before comparing them with customer revenue.
How do I reconcile a bank statement and prepare month-end reports?
Review the bank statement and source entries before producing the month’s reports.