Invoices and estimates

Why use this

Open Invoices and estimates when you need to bill or quote a customer with a hosted, payable link.

Benefits:

• Send bills and quotes from one place
• Let customers pay with one click on a hosted invoice
• Track sent, viewed, paid status without a side spreadsheet
• Skip the PDF, email, follow-up loop

What this is

Invoices and estimates lets you bill customers and send quotes. State machine: draft, sent, paid, void. Quotes convert to invoices.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Draft an invoice or estimate.
• Send via email.
• Hosted public view at /i/[tenantSlug]/[publicToken].
• Pay via Stripe link inline.

How to use it

1. Open /commerce/invoices.
2. New invoice or estimate.
3. Add line items.
4. Send.

Rules and limits

• Estimates convert to invoices in one click.