All features
MODULE 06
Money Flow
Quote, invoice, and get paid, all in one flow.
Professional quotes with good/better/best options, invoices generated from finished jobs, online card and ACH payments through Stripe, and invoices pushed to QuickBooks Online.
Outstanding
$16.3k
4 invoices
Paid MTD
$42k
↑ 12%
Draft Quotes
$58k
8 pending
Recent Activity
QUOTESent
Bayside Bistro
Good / Better / Best
$4,800
INVOICEPaid
Harbor Grill
Hood Cleaning · Apr
$1,250
QUOTESigned
Harbor House
NFPA 96 Quarterly
$2,100
INVOICEDue
Golden Dragon Kitchen
Fire Inspection
$890
PAYMENTReceived
Bayside Catering
Stripe · ACH
$540
What makes it work
Built around three things.
01
Professional quotes
Good / better / best tiers, digital signature, e-sign workflow.
02
Job to invoice
A finished job becomes the invoice. No re-typing.
03
Stripe + QuickBooks
Customers pay online; invoices are pushed to QuickBooks Online.
The details
Everything you get with Money Flow.
Tiered quote builder good / better / best options with digital signature
Quote, job, invoice approved quotes become jobs, finished jobs become invoices
Online payments Stripe credit card + ACH directly from the customer portal
Overdue reminders reminder emails on the due date, then 3, 7, 14 and 30 days later
QuickBooks Online invoices pushed to QuickBooks, with sync status on every invoice
Keep going
Next on the tour
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