Invoicing, payment processing, and financial management
How invoices are created, sent, and tracked
Set up Stripe to accept online payments from your customers
How your customers view and pay invoices online
How to create, send, and convert estimates into jobs and invoices
How sales tax is calculated on estimates and invoices, and the difference between the flat rate and Stripe Tax providers
How the instant estimate form on your landing page captures leads and generates draft estimates automatically
Analyze your estimate win rates, find optimal pricing, and run price adjustment campaigns
How customer lifetime value tiers are calculated and what each one means
What the "frequency per year" value on a customer means
Issue refunds and keep invoice status aligned with Stripe
Create recurring service agreements with customers for automated scheduling and billing