Invoicing
Invoice software connected to the completed job
Prepare the bill with the job record in view. Keep its scope and recorded costs available, then review the client-facing lines before sending the invoice.
| Invoice | Client | Status | Total | Unpaid | Open |
|---|---|---|---|---|---|
| ProgressMay 18 | Example HomeownerSample Deck Renovation | OverdueDue Jun 1 · 164 days late | CA$7,500.00 | CA$7,500.00 | |
| ProgressMay 10 | Example HomeownerSample Deck Renovation | PaidPaid in full | CA$4,250.00 | — | |
| ProgressMay 2 | Example HomeownerSample Deck Renovation | PaidPaid in full | CA$4,000.00 | — |
Interactive project workspace · sample data
The problem
Where the work slips.
Small gaps between the estimate and the work add up.
- The final bill is reconstructed from receipts and messages.
- Document wording is re-entered for every invoice.
- An invoice total gets confused with money received.
In Ordvero
How the work moves.
From the agreed scope to the final invoice, on one project.
- Step 1
Start from the relevant project
Open the project billing workflow to prepare an invoice with job context. Check existing invoices and payments before deciding what remains to bill.
- Step 2
Review separate invoice lines
Where enabled in invoice defaults, project-created invoices can prefill recorded labour and expense lines. Edit the descriptions and amounts for the client; copied costs do not decide your selling price.
- Step 3
Preview, send or export
Check the client, dates, tax settings, descriptions and total in the document preview. Export the document or review the recipient and send the invoice after review.
- Step 4
Collect payment and follow the balance
Connect your business’s Stripe account and enable online payments for eligible invoices. Clients can pay through a secure invoice link or the client portal, and confirmed payments update the balance. You can also record payments received elsewhere.
Is it a fit?
Common questions
For project-based invoicing by contractors and service businesses. Review your own tax treatment and document requirements; Ordvero does not provide tax filing through this workflow.
Does Ordvero add a platform fee to online payments?
Ordvero adds no platform fee on online payments — standard Stripe processing fees still apply. Your Ordvero subscription is separate.
Does manually recording a payment move money?
No. Manual payment entries document money received elsewhere. Online invoice payments are processed separately through your connected Stripe account.
Do all new invoices copy project costs?
No. The optional recorded-cost defaults apply to the supported project-created invoice flow, not every blank invoice started from billing.
Related
Keep the next part connected.
Start with your next job.
See how the project record fits your business, then choose a plan.