Money & invoices
Set up your payment schedule
Apply a template or build a custom schedule with phases and milestones.
Updated 12 May 2026
Quick summary
One or two sentences describing what the user accomplishes by following this article.
Steps
- Step one.
- Step two.
Related
See related links below.
Related articles
Create and send your first invoice
Turn a milestone into a branded PDF invoice and share via portal, WhatsApp, or email.
Record a payment — full or partial
Mark payments received, split partials, and keep your receivables clean.
Track expenses, vendor payouts, receipts
Log every cost against a project — with a photo of the receipt.