Knowing if a project has been invoiced and paid in Estimate Rocket

The cash flow must continue for you to know your business is healthy. 

In Estimate Rocket you can check if a project has been paid and even if it has been invoiced. When projects have multiple invoices such as a deposit invoice, progress invoice and final invoice knowing the full project is paid is critical.

Comprehensive invoice and payment reporting allows for the tracking of multiple invoices on single projects and even to know which may not be paid.

 

Why Estimate Rocket?

Full Invoicing Capabilities

Estimate Rocket can invoice projects at various stages including deposit, progress (multiple) and final invoice.  Reporting will show the different invoices at the different stages.

Electronic invoice payment through credit cards and ACH is available in Estimate Rocket.

Payment Tracking Capabilities

Payments are tracked at the project level as well and the lack of a payment against an invoice will show overdue invoices, which are easy to track down. 
Receipts reporting is available to show what cash you have collected in a given period.

Sync Data between Estimate Rocket and Accounting Systems

Estimate Rocket does have some basic accounting capabilities but will never replace a full accounting system. Data can be exported from Estimate Rocket for import into Quick books desktop and data sync platforms such as Zapier can move invoices from Estimate Rocket to Quick books online and payments either between ER and QBO or QBO and ER.

 


Check if your project has been paid or even invoiced in Estimate Rocket

 


With Estimate Rocket you get: 

Why Estimate Rocket

Quick, Repeatable Estimates

Knowing your proposal price is accurate

Professional looking proposal and contract language

Easy to manage projects and activities

Manage Scope of work changes easily

Managing your job and your team

Budgeting time for a project

Easily communicate with your clients

Tracking down project details later

Managing contract disputes

Complete a sale on the spot with electronic signature

Invoice and payment tracking

Knowing your project status with reporting



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