How to Track Multiple Active Jobs Without Losing Paperwork

Track document status consistently

Use estimate and invoice statuses as workflow indicators, then use the payment ledger for the actual financial position of an invoice. A status label alone is not a substitute for the amount received, refunded, net collected, or balance due.

Keep related records in the same account

ProQuote keeps customers, estimates, invoices, and payment records in the same account. Paid plans add more workflow and financial tools, including expenses on Basic and time tracking and profitability tools on Pro.

• •Customer and document records in one account
• •Approved-scope history and changes where the plan supports them
• •Invoice payment ledger with refunds and remaining balance
• •Expense, time, and profitability tools according to plan

Use the financial ledger for money questions

For partially paid or refunded invoices, review the recorded payment summary instead of inferring the balance from whether an invoice is simply marked paid or unpaid. ProQuote’s current invoice and Customer Portal financial summaries use the ledger values for that reason.