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Set up estimates, invoices and payments

Be able to send a quote, turn it into an invoice, and take payment.

About 60 min · easy · free

Do these first

You can read this step now, but it will not work until those are done.

Why this matters

This is the step where the business can actually collect money.

What we'd use

Working out what fits your situation…

Doing it

Step by step

  1. Set up the account and deposit destination

    Point payouts at the business bank account, not a personal one.

  2. Build your service list

    Add the handful of services you actually quote, with prices or hourly rates.

  3. Send a test estimate and invoice

    Send one to yourself, accept it, convert it to an invoice, and check the payment page.

Official help

Get your AI to help

Hand this to your AI

Set up estimates, invoices and payments

Get the owner from quoting work to receiving money in the business bank account.

How should it behave?

It stops and asks you before going further: Stop before sending anything to a real customer or setting final prices - pricing is the owner's decision.

Legal, tax and financial rules differ by state and change. This is process guidance, not legal, tax or financial advice - for a binding answer, use the official agency source or a licensed professional in your state. Any tool named is a suggestion to evaluate, not a requirement.

You're done when

A test estimate has been sent, converted to an invoice, and a payment route is verified.

  • You have sent a real or test invoice

    Enter the invoice reference.

    Not yet

  • A payment has landed in the business account

    Even a one dollar test proves the whole chain.

    Not yet

Check it worked: Send an invoice to your own address and check the payment page opens and the deposit account is correct.

Almost there

Still to confirm: You have sent a real or test invoice, A payment has landed in the business account.

If it goes wrong

New accounts are sometimes reviewed before the first payout releases; supply the requested documents rather than opening a second account.

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