Estimate conversion
Carry sold line items and customer context into the final bill.
Invoices
From approved work to a clear final bill, without rebuilding it.
Convert estimates and completed work into professional invoices, capture approved changes, apply tax and discounts, and keep the balance connected to the job.
Book a demo See your workflow, not a canned tour
DocumentsLive workspace
Overview
Documents
Customers
Automations
Reports
Final invoice
Model Y · full-front PPF
Invoice total
$2,846
Paid · receipt delivered
Focused: Full-front PPF
Interactive product representation using illustrative example data.
The operational problem
The final bill should not require re-entering the sold job.
Manual invoices drift from approved estimates, miss deposits or change orders, and separate the money from the customer and vehicle history.
Estimate-to-invoice continuity
Deposits and changes applied
Customer-ready receipts
How it works
One connected workflow, from signal to completed work.
- 01
Start from approved scope
Use the accepted estimate and customer record instead of recreating line items.
- 02
Confirm completed work
Add authorized job changes, discounts, taxes, notes, and deposit credits.
- 03
Collect and close
Send the balance, record payment, deliver the receipt, and preserve the invoice on the job.
What it can do
The feature-specific tools behind the outcome.
Deposits and credits
Apply money already collected to the remaining balance.
Change visibility
Make authorized additions and adjustments clear to both shop and customer.
Invoice status
Track draft, sent, viewed, partial, due, overdue, and paid states.
A clean final bill
The PPF invoice reflects what was sold, changed, and already paid.
The original estimate becomes the invoice, the approved door-edge addition is visible, the deposit is credited, and the paid receipt stays with the Model Y job.
Estimate scope preserved
Change order visible
Deposit reconciled
The measurable operating outcome
Accurate billing that follows the work.
Carry approved scope, taxes, discounts, deposits, additions, payments, and receipts through one connected financial record.
Estimate-to-invoice continuity
Deposits and changes applied
Customer-ready receipts
Connected ShopWrk
Keep exploring the workflow around this page.
Each page connects to the customer, vehicle, conversation, work, and money already in ShopWrk.
Frequently asked questions
Questions about Invoices.
Can an estimate become an invoice?
Yes. Approved scope can carry forward so the team does not rebuild the job for billing.
Can invoices apply deposits and partial payments?
Yes. Collected amounts can be shown against the invoice balance and payment history.
Can customers receive an invoice and receipt online?
Yes. Invoices, payment actions, and receipts can be delivered through the connected customer experience.
See Invoices in your workflow
Bring the whole shop into one operating system.
We will map ShopWrk to your lead flow, services, calendar, and team, the way your shop already works.
Book a demo Built around your real shop workflow