In a typical situation, the customer asks you for an estimate on a job. You
may bid the job in one of several ways, depending on your job contract, as
described in the invoicing topics.
Create the estimate.
If the customer needs adjustments to the bid,
edit the estimate
and present a final estimate including the
change order to your
If you require an upfront job deposit,
Enter bills for
Create an invoice.
If you get a bank
draw, instead of receiving payment from the customer, create an invoice
(even if you don't need to send one).
Receive payments and
make deposits to your bank