Seamless Invoice Conversion
Seamless Invoice Conversion: Automate backend data mapping so paid upfront deposits cleanly credit final invoices without requiring manual journal entries or unlinking transactions.
Milestone & Progress Invoicing: Enable multi-stage deposit schedules (e.g., 20% upfront, 30% midpoint, 50% upon completion) directly within a single estimate.
Simplified Accounting & Tax Tracking: Provide a dedicated dashboard widget to distinguish Unearned Deposits (Liability) from Realized Revenue, complete with state-compliant sales tax settings for advance payments.
Automated Deposit Reminders: Allow automated email follow-ups for approved estimates awaiting deposit, alongside expanded payment options like Buy Now, Pay Later (BNPL).