From estimate to paid invoice, no awkward asks

Quote with estimates, convert to invoices on acceptance, and let automation do the chasing so you never write another "just following up on that invoice" email.

1. 1

   Set the invoice identity

   Payments, then Invoices, then settings: logo, business details, payment terms, and the default note. This is a client-facing document; make it look like your brand.

2. 2

   Quote with estimates

   Create an estimate with line items, quantities, and taxes where applicable. Send through GHL so viewing and acceptance are tracked events, not guesses.

3. 3

   Convert on acceptance

   Accepted estimates convert to invoices in a click, keeping line items intact. Invoice immediately on acceptance while the yes is warm.

4. 4

   Offer the easy pay path

   Invoices carry a pay-online link through your processor. Cards and stored payment methods collapse the gap between "will pay" and "paid".

5. 5

   Automate the chase

   The Invoice Follow-Up workflow (already in your library) nudges politely at past-due, firmly later, and escalates to a human call at the right moment.

6. 6

   Review AR weekly

   The invoice list filtered to unpaid IS your accounts receivable. Five minutes weekly keeps surprises out of month-end.