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Finance & payments
Finance & payments
Invoices, collecting payments, returned payments, and sending spend and payments to QuickBooks.
Invoices
Invoices
Concept
An invoice bills a customer for a completed worksheet, created by recording that worksheet once QuickBooks Online is connected.
Updated Sep 2, 2026
Payments
Invoices, payments and accounting
How-to
The project's Payments tab holds payments received, payments paid, additional expenses, and the project's invoices, with received payments able to be tied to a specific invoice.
Payment methods
Payment method options
Concept
The payment methods a payment can be recorded against are a tenant-owned list, kept on the Payment methods card of the Custom Fields screen under Settings.
Insurance companies
Insurance companies
Concept
Insurance companies are maintained on the Insurance Companies card of the Custom Fields screen under Settings.
Commissions
Commissions
Concept
The Commissions tab calculates what a sales rep is owed on a project and walks that amount through request, approval, and payment.
Updated Sep 2, 2026