MODULE 06

Money Flow

Quote, invoice, and get paid — all in one flow.

Professional quotes with good/better/best options, one-click quote-to-invoice, online payment via Stripe, automatic reminders, and a two-way QuickBooks sync so your books stay clean.

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Outstanding

$16.3k

4 invoices

Paid MTD

$42k

↑ 12%

Draft Quotes

$58k

8 pending

Recent Activity

QUOTE

Bayside Bistro

Good / Better / Best

Sent

$4,800

INVOICE

Capital Grille

Hood Cleaning · Apr

Paid

$1,250

QUOTE

Harbor House

NFPA 96 Quarterly

Signed

$2,100

INVOICE

Joe's Crab Shack

Fire Inspection

Due

$890

PAYMENT

Old Bay Catering

Stripe · ACH

Received

$540

What makes it work

Built around three things.

Professional quotes

Good / better / best tiers, digital signature, e-sign workflow.

One-click invoice

Approved quote converts to invoice with zero re-entry.

Stripe + QuickBooks

Online payments in and a clean sync to your books.

The details

Everything you get with Money Flow.

This is what the module actually ships with — not a roadmap, not a wishlist. Real features, available today.

Tiered quote builder — good / better / best options with digital signature

One-click quote-to-invoice — zero double-entry, zero copy/paste

Online payments — Stripe credit card + ACH directly from the customer portal

Automated reminders — overdue invoices chase themselves

Batch invoicing — bulk-invoice a customer for all this month's visits

QuickBooks sync — customers, invoices, and payments flow both ways

Keep going

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