How money moves: quote → job → invoice → payment

A quote is the offer to a customer and can be created before a job. An approved quote becomes a linked job carrying the agreed price. An invoice is the bill for that work. A payment records money actually received against that invoice. Approval, work completion, invoice preparation and payment are separate states.

1. 1Create a quote from the job (or from the Quotes page) with line items from your price book or typed in.
2. 2Send it — the customer gets a branded email with a private link where they can approve or decline, no login needed.
3. 3When they approve, FieldOps automatically creates a draft invoice from the accepted quote.
4. 4Use Create job from the approved quote when you are ready to book the work. The existing approval or deposit invoice follows that job; you do not need another invoice.
5. 5Review and send the invoice. The customer pays online by card from their invoice link, or you record a cash or check payment yourself.
6. 6For money already received by cash, check, bank transfer or another manual method, use Record Payment from the invoice or Payments page. Choose the exact invoice number and work description; both entry points record against the same invoice and check its remaining balance.
7. 7Draft invoice means a bill has been prepared; it does not mean the work is completed or money has arrived. Unpaid, Part paid and Paid come from recorded receipts. Pending card attempts do not count as collected payments.

Card payments require connecting your Stripe account — a one-time setup.