Invoice record workflow
Setout Pro carries accepted commercial context into staged or full invoice records. The customer can receive a secure invoice document, while the firm records payments received and keeps the balance visible.
A clear definition
An invoice record workflow creates and issues a bill against agreed work, preserves its status and records money the business has received. It is different from payment processing: Setout Pro records the invoice and received payment, but does not yet take the customer's online payment inside the product.
Now you won't have to reconstruct who the invoice was for or which accepted job total it followed. The commercial record remains attached to the project.
How it works
Residential work is often billed in stages. Setout Pro supports staged or full invoice records and makes the remaining balance explicit after a payment is recorded.
Start from the appropriate accepted quotation context.
Record the amount intended for this invoice rather than overwriting another stage.
Check company and customer details before issuing the customer document.
Use a secure customer link and retain the invoice's own lifecycle.
Enter a payment received and keep the resulting balance visible.
In practice
The honest boundary
Questions, answered plainly
Yes. A firm can create staged or full invoice records around accepted work and keep each invoice's balance and status separate.
Not yet. The current product issues invoice records and lets the firm record payments received; it does not claim live customer payment processing.
No. It keeps the job and invoice record connected, while formal accounting and tax treatment remain separate responsibilities.