Business · Customers, providers, and finance staff
Quotes, scope changes, and invoices
Keep the agreed work and its financial record aligned.
A clear quote starts with a clear request
Describe the work, destination, timing, and quantities. Review what is included, what is excluded, and whether a price is fixed, per unit, or subject to a formal quote. A chat estimate is not necessarily the final amount in the booking.
Agree before changing the work
Use the supported quote or change-order workflow when the scope changes. Review the revised amount and approval status before doing additional work.
- Check the original scope and price.
- Describe the proposed change and its cost.
- Obtain the approval requested by the workflow.
- Keep the updated record with the job.
- Review the final invoice against the agreed work and payment record.
Invoice versus receipt
An invoice requests or records an amount due. A receipt records a transaction that the platform has recognized. An invoice marked sent does not itself prove that the customer paid, and a document should be reconciled with the corresponding payment status.
Ready for your next step?
Use your account to check current availability and follow the workflow for your transaction.