{{ logoImgHero }}
Invoice Flow
{{ av.heroCopy }}
{{ stp.mark }}
{{ stp.label }}
Change request sent ✓
“{{ av.changeMsgEcho }}” · {{ av.changeAt }}
We’ll follow up shortly. If it looks right after all, you can still approve the estimate as-is below.
Approved ✓
Signed by {{ av.apName }} · {{ av.apTime }}
{{ av.apName }}
Final step · Deposit

{{ av.payHeading }}

{{ av.paySub }}
Encrypted card payment · Prefer check or cash? Call {{ co.phone }}
{{ av.paidHeading }}
{{ av.paidSub }}
Remaining balance{{ av.balFmt }}
Ready to approve?Review the estimate, then add your signature below.
{{ logoImgDoc }} Invoice Flow
{{ co.ownerName }}
{{ co.phone }}
{{ co.website }}
ESTIMATE
{{ av.no }}
{{ av.date }}
SUMMARY
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PREPARED FOR
{{ av.custName }}
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PROJECT ADDRESS
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SCOPE OF WORK
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DESCRIPTION
QTY
PRICE
AMOUNT
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{{ it.itemPrefix }}{{ it.desc }}
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Subtotal{{ av.subFmt }}
Discount−{{ av.discFmt }}
Tax ({{ av.taxRate }}%){{ av.taxFmt }}
Total{{ av.totalFmt }}
{{ av.depLabel }}{{ av.depFmt }}
Notes: {{ av.notes }}
Terms: {{ av.terms }}
Warranty: {{ co.warranty }}
Customer approval

Approve & sign this estimate

Enter your full name, accept the electronic-signature consent, then select Approve & Sign. No account is needed.
{{ apName }}
SIGNATURE PREVIEW
This estimate was declined. If you changed your mind or want changes, give us a call at {{ co.phone }}.
Questions? Call {{ co.phone }} · {{ co.website }}
{{ pv.logoImgHero }}
Invoice Flow
{{ pv.custName }}, your invoice is ready.
{{ pv.logoImgDoc }} Invoice Flow
{{ pv.ownerName }}
{{ pv.companyPhone }}
{{ pv.companyWebsite }}
INVOICE
{{ pv.no }}
{{ pv.date }}
Due {{ pv.due }}
SUMMARY
{{ pv.title }}
BILL TO
{{ pv.custName }}
{{ pv.custPhone }}
{{ pv.custAddress }}
{{ pv.custEmail }}
PROJECT ADDRESS
{{ pv.project }}
SCOPE OF WORK
{{ pv.scope }}
DESCRIPTION
QTY
PRICE
AMOUNT
{{ it.item }}
{{ it.desc }}
{{ it.qty }}
{{ it.priceFmt }}
{{ it.amtFmt }}
Subtotal{{ pv.subFmt }}
Discount−{{ pv.discFmt }}
Tax ({{ pv.taxRate }}%){{ pv.taxFmt }}
Total{{ pv.totalFmt }}
Paid to date−{{ pv.paidFmt }}
Balance due{{ pv.balFmt }}
{{ pv.depDueLabel }}{{ pv.depDueFmt }}
Notes: {{ pv.notes }}
Terms: {{ pv.terms }}
Questions? Call {{ pv.companyPhone }} · {{ pv.companyWebsite }}

This invoice link is unavailable.

Ask Fence Guys to send you a new customer link.
Set up your workspace
{{ obStepLabel }} · about a minute

Your business

This goes on every estimate and invoice you send.

Money defaults

Applied to new documents automatically — change any of them per job.

Example: a $4,000 job collects a {{ ob.depositPct }}% deposit on approval, and invoices are due {{ ob.termsDays }} days after sending.

How you get paid

Pick everything you accept — these show on your invoices.

Online card payments via Stripe can be connected later in Settings.
Invoice Flow
{{ pageTitle }}
Notifications{{ unreadNotificationCount }} unread
You’re all caught up.
No match yet. Try a customer, document number, product, payment, page, or action.
Fence Guys{{ pageTitle }}
No match yet. Try a customer, document number, product, payment, page, or action.
Notifications{{ unreadNotificationCount }} unread
You’re all caught up.
Dashboard
{{ todayLabel }}
{{ stat.label }}
{{ stat.value }}
{{ stat.sub }}
Needs your attention
{{ row.title }}
{{ row.sub }}
{{ row.amount }}
{{ row.chip }}
Nothing waiting on you. Nice.
Recent payments
{{ row.cust }}
{{ row.sub }}
{{ row.amount }}
Customers
{{ customerResultLabel }}
{{ row.name }}
{{ row.project }}
{{ row.phone }}
OWES
{{ row.balance }}
{{ row.name }}
{{ row.project }}
{{ row.phone }}
OWES
{{ row.balance }}
☺
No customers yet

Add a customer to create estimates, invoices, and payment records.
{{ cd.name }}
{{ cd.phone }} · {{ cd.email }}
Billing: {{ cd.billing }}
Project: {{ cd.project }}
Notes: {{ cd.notes }}
CURRENT BALANCE
{{ cd.balance }}
Estimates
{{ row.no }}
{{ row.date }}
{{ row.total }}
{{ row.chip }}
Invoices & payments
{{ row.no }}
{{ row.date }}
{{ row.total }}
{{ row.chip }}
{{ row.sub }}
{{ row.amount }}
Customer workspace

Customers

See who needs attention, then take the next useful step.

{{ customerV2Count }}
No customers match this view.Try another search or status filter.
No customers match this view.Try another search or status filter.
{{ cdv2.initials }}
Customer

{{ cdv2.name }}

{{ cdv2.email }}{{ cdv2.phone }}

Billing address{{ cdv2.billing }}
Project{{ cdv2.project }}No project location added
Notes{{ cdv2.notes }}No account notes yet
Paid to date{{ cdv2.paid }}Recorded payments
Total unpaid{{ cdv2.unpaid }}{{ cdv2.overdue }} overdue
Last item sent{{ cdv2.lastSentNumber }}{{ cdv2.lastSentDate }}Customer delivery history

Needs attention

Open invoices that need a next step.

{{ row.status }}{{ row.no }}{{ row.due }}
{{ row.amount }}
This customer is all caught up.There are no open invoice balances to collect.

Recent estimates

Keep proposal work close to customer history.

No estimates yet.Create one to give this customer a clear next step.

Payments

Payments applied to this customer’s invoices. Select one to view its receipt and details.

PaymentApplied toDateAmount
No payments recorded yet.Record a payment when this customer pays an invoice.

Activity

A simple, searchable customer timeline.

No activity in this view.Sending a document or recording a payment adds it here.
Products & services
{{ productResultLabel }}
{{ row.short }}

{{ row.name }}

{{ row.category }} · {{ row.unit }}

{{ row.description }}

{{ row.price }}
{{ row.short }}

{{ row.name }}

{{ row.description }}

{{ row.category }}{{ row.unit }}
{{ row.price }}
+
{{ productEmptyTitle }}

{{ productEmptyCopy }}
Estimates
{{ estimateResultLabel }}
{{ row.no }}
{{ row.chip }}
{{ row.cust }}
{{ row.title }}
{{ row.date }}
{{ row.total }}
{{ row.no }}
{{ row.cust }}
{{ row.title }}
{{ row.date }}
{{ row.total }}
{{ row.chip }}
✎
No estimates found

Adjust the filters or create a new estimate.
Preview · {{ bp.templateName }}Unsaved changes included
{{ logoImgDoc }}Invoice Flow
{{ co.ownerName }}
{{ co.phone }}
{{ co.website }}
{{ bp.type }}
{{ bp.number }}
{{ bp.date }}
SUMMARY
{{ bp.title }}
BILL TO
{{ bp.customer }}
{{ bp.phone }}
{{ bp.address }}
{{ bp.email }}
PROJECT
{{ bp.project }}
SCOPE OF WORK
{{ bp.scope }}
DESCRIPTION
QTY
PRICE
AMOUNT
{{ it.item }}
{{ it.desc }}
{{ it.qty }}
{{ it.price }}
{{ it.amount }}
Subtotal{{ bp.subtotal }}
Tax{{ bp.tax }}
Total{{ bp.total }}
{{ ib3TopTitle }} {{ ib3SaveLabel }}
{{ ib3MobileHeaderTitle }}
{{ builderErrorSummary }}
{{ ib3DocTypeLabel }} {{ ib3DocNo }}
CUSTOMER
PROJECT ADDRESS
SCOPE (optional)
CATEGORY
DESCRIPTION
QTY
PRICE
AMOUNT
Qty
Amount{{ it.amtFmt }}
Subtotal{{ bt.sub }}
Discount{{ ib3DiscUnit }}{{ ib3DiscAmtFmt }}
Tax%{{ bt.tax }}
Total{{ bt.total }}
Deposit to start {{ bt.dep }}
%
{{ ib3DepHint }}
Customer message
NOTES TO CUSTOMER
TERMS

Project details
{{ dv.no }}
{{ dv.chip }}
{{ dv.dueLabel }}
{{ dv.workflowTitle }}{{ dv.workflowCopy }}
{{ logoImgDoc }} Invoice Flow
{{ co.ownerName }}
{{ co.phone }}
{{ co.website }}
{{ dv.docType }}
{{ dv.no }}
{{ dv.date }}
SUMMARY
{{ dv.title }}
BILL TO
{{ dv.custName }}
{{ dv.custPhone }}
{{ dv.custAddress }}
{{ dv.custEmail }}
PROJECT
{{ dv.project }}
SCOPE OF WORK
{{ dv.scope }}
DESCRIPTION
QTY
PRICE
AMOUNT
{{ it.item }}
{{ it.desc }}
{{ it.itemPrefix }}{{ it.desc }}
{{ it.item }}{{ it.desc }}
{{ it.qty }}
{{ it.priceFmt }}
{{ it.amtFmt }}
Subtotal{{ dv.subFmt }}
Discount−{{ dv.discFmt }}
Tax ({{ dv.taxRate }}%){{ dv.taxFmt }}
Total{{ dv.totalFmt }}
{{ dv.depLabel }}{{ dv.depFmt }}
Paid to date−{{ dv.paidFmt }}
Balance due{{ dv.balFmt }}
{{ dv.depDueLabel }}{{ dv.depFmt }}
Notes: {{ dv.notes }}
Terms: {{ dv.terms }}
Approved by {{ dv.apName }} on {{ dv.apDate }}
{{ dv.apName }}
Payment history
{{ row.method }}
{{ row.sub }}
{{ row.amount }}
No payments yet.
Activity
{{ ev.label }} {{ ev.when }}
Invoices
{{ invoiceResultLabel }}
{{ row.no }}
{{ row.chip }}
{{ row.cust }}
{{ row.dueLabel }}
of {{ row.total }}
{{ row.balance }}
{{ row.no }}
{{ row.cust }}
{{ row.dueLabel }}
{{ row.balance }}
of {{ row.total }}
{{ row.chip }}
☰
No invoices found

Adjust the filters or create a new invoice.
Payments
{{ paymentResultLabel }}
{{ row.invNo }}
{{ row.method }}
{{ row.cust }}
{{ row.date }}
Receipt →
{{ row.amount }}
{{ row.date }}
{{ row.cust }}
{{ row.invNo }} · {{ row.method }}
{{ row.amount }}
Receipt →
$
No payments yet

Record a payment against an open invoice to create its receipt.
{{ logoImgCenter }} Invoice Flow
RECEIPT
Customer{{ rc.cust }}
Invoice{{ rc.invNo }}
Payment date{{ rc.date }}
Method{{ rc.method }}
Reference{{ rc.ref }}
Amount paid{{ rc.amount }}
Remaining balance{{ rc.balance }}
Thanks for your business! · {{ co.phone }}

Settings

Manage how Invoice Flow represents your business and creates documents.

Saved automaticallySaved
{{ settingsSectionEyebrow }}

{{ settingsSectionTitle }}

{{ settingsSectionCopy }}

Business profile

This information appears across estimates, invoices, receipts, and customer emails.

Business logoUsed on every customer-facing document.
{{ logoSizeLabel }}
Preview updates live. Applies to estimates, invoices, PDFs, print, and customer pages.

Sender identity

Shown in document details now and used for email delivery when connected.

Email coming soon

Document defaults

Pre-fill every new estimate and invoice. You can still change these values per document.

Document design

Choose the customer-facing layout used for estimates, invoices, printouts, and PDFs.

PDF output

Download actions create a real US Letter PDF immediately, with stable margins and automatic multi-page line-item breaks.

8.5 × 11 in
Letter canvasExact 8.5 × 11 inch output
Multi-page safeLine items and totals avoid awkward splits
File namingDocument number becomes the suggested PDF name
Document numberingPrefixes and the next number in each sequence

Make every email sound like you

Pick the message you want to change. Invoice Flow fills in the customer’s name, amount, date, and link when you send it.

Saved automatically
1
Choose an emailWhat is happening when this message is sent?
2
Write the {{ activeEmailTemplate.label }} emailStart with the recommended wording, then change only what you want.
Editing
{{ activeEmailTemplate.label }} emailThis becomes the starting message each time you send one.
Saved

Nothing is sent from this screen. You will always review the finished email before it goes to a customer.

MessageWrite it the way you would speak to a customer.
Gray brackets fill themselves in
Add customer informationClick inside the message, then choose what to add.
Saved automatically

Online payments

Control how customers can pay estimates and invoices.

Not connected
{{ st.payProvider }}Online collection stays off until a payment provider is connected.
Offline
You can record cash, check, Zelle, card-terminal, and ACH payments from the Payments page today.

Team members

Stage invitations and assign a role for each person in the workspace.

Device-local preview
Roles and invitations are saved in this browser today. Secure sign-in, emailed invitations, and enforced permissions activate when the cloud foundation is connected.
{{ member.name }}{{ member.email }}{{ member.statusLabel }}
Owner

Role guide

Use the least access each person needs.

{{ role.label }}

{{ role.description }}

Install Invoice Flow

Add the app to a phone, tablet, or desktop for a focused, full-screen workspace.

{{ pwaInstallStatus }}
Invoice Flow for the field{{ pwaInstallCopy }}
{{ pwaOnlineLabel }}Connection
{{ pwaCacheLabel }}Offline app shell
{{ pwaInstalledLabel }}Install status
On iPhone or iPad, open the Share menu in Safari and choose “Add to Home Screen.” Offline mode keeps the app shell available; saved business records remain device-local until cloud sync is added.

Field-ready workflow

The existing responsive workspace is now packaged for install and safer mobile use.

Fast launchOpen directly from the home screen without browser chrome.
Offline shellNavigation, styles, and app assets load when the network drops.
Touch safeBottom navigation and controls account for device safe areas.
Share readyCustomer links, PDFs, and CSV files stay available from mobile actions.

Interface skin

Choose a complete visual environment. Each skin coordinates its own typography, neutrals, surfaces, borders, buttons, and interaction states.

Workspace data

Choose sample data for exploring or a clean workspace for your own records.

{{ workspaceDataModeLabel }}
{{ workspaceDataDetail }}

CSV exports

Download accounting-ready spreadsheets for customers, products, documents, payments, and tax review.

Import and backup

Move records into Invoice Flow or download a complete workspace backup.

Safe merge
Files are processed on this device and are not uploaded to a server.

Your account

The profile currently signed in to this Invoice Flow workspace.

Session

Sign out of Invoice Flow on this device.
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