Product / Invoices & payments
The invoice already exists when they say yes
This is the part most software gets backwards. It makes you build an estimate, then build an invoice from it, then chase an approval somewhere else entirely. Aerys sends one link: they accept on it, and acceptance raises the invoice and takes them to pay.
Invoicing
The four numbers the dashboard opens on
Invoices
Status is derived from what is stored plus the payment math
Draft 2
Sent 3
Partially paid 2
Paid 11
Overdue 1
Invoice for M. Delgado
Raised from the accepted estimate
An estimate has exactly one invoice. Open it twice and you reach the same document, never a duplicate.
Card payment
What you asked for, and what landed
The rate is read from your own configuration, never assumed — an unknown rate shows as unknown rather than a plausible guess. Passing the fee to the customer is capped at what the card actually costs, and is refused outright where your state prohibits it.
One link, start to paid
You send an estimate. It arrives with an accept link. When the customer clicks it, the job is approved and the invoice is already there, ready to pay by card. Nobody on your side creates an invoice — not you, and not the customer.
Card payments under your own account
Payments run through Stripe, connected to your business during onboarding, and settle in your account rather than ours. Where your plan carries a platform fee it is charged on the payment and shown to you beside the card cost — what you asked for, what the customer paid, what the card took, what you netted.
Deposits and progress billing
Take a down payment on approval and bill the rest as the work progresses, or invoice the whole thing on completion. Change orders bill against the same job rather than starting a new paper trail.
You can see what is outstanding
Which quotes are sent and unanswered, which are accepted and unpaid, and what is overdue. Follow-up on an unaccepted quote happens automatically instead of depending on you remembering.
Questions
Does the customer need an account to accept?
No. They click the link in the email and approve it. No login, no app to install.
Who holds the money?
You do. Payments run through your own Stripe account and settle there.
What does a card payment actually cost me?
Every card payment shows a breakdown on your side: what you requested, what the customer paid, what processing took at your own configured rate, any platform fee, and what you netted. If the rate cannot be read it says so instead of showing a plausible guess.
Can I take a deposit and bill the balance later?
Yes — deposit on approval, progress payments during the job, or a single invoice at the end.