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Billing & Invoices

Create, send, and track invoices and payments

Billing & Invoices

Manage your billing workflow from invoice creation to payment tracking.

Quick Start: Send and Track an Invoice

  1. Create an invoice from a project/proposal
  2. Review line items and totals
  3. Send the invoice to the customer
  4. Monitor payment status
  5. Follow up with reminders if needed

Features

  • Create Invoices - Generate invoices from proposals
  • Send Invoices - Email invoices to customers
  • Payment Tracking - Monitor payment status
  • Stripe Integration - Accept online payments
  • QuickBooks Sync - Sync with accounting

Invoice Workflow

  1. Create invoice from proposal or manually
  2. Review and customize line items
  3. Send invoice to customer
  4. Track payment status
  5. Mark as paid when complete

Step-by-Step: Weekly Billing Closeout

  1. Review open invoices and aging items
  2. Send reminders for overdue balances
  3. Confirm incoming payments were applied
  4. Reconcile payment records with accounting sync
  5. Export billing data for reporting

Topics in This Section

Explore these guides to master DrillerDB's billing features:

Invoice Management

Payment Processing

Advanced Topics

Related Topics