Invoicing & payments
Progress billing, schedule of values, and getting paid.
Create an invoice
Go to Financial → Invoices → New. You can import lines from an approved estimate or add them manually, then push to QuickBooks when ready.
Progress bill with a Schedule of Values
In Schedule-of-Values mode, bill a percentage of each category per invoice. Each line shows the percent complete to date, e.g. "Labor (PTD 75%)", and only this period's amount is billed.
Customize your invoice numbers
Under Settings → Invoices & Estimates, pick a numbering format. Each project numbers its own invoices independently, based on its invoice prefix.
Track billed vs. unbilled
The Reports area shows expenses vs. billed per project, so you can see what's been invoiced and what's still outstanding.
Still stuck? Email support@guildwright.app and we'll help.