Payments + Invoices
From the first deposit to the final balance.
Collect deposits, progress payments, balances, and invoice updates without separating payment status from the job record.
Who this is for: Finance, office, operations, and sales leaders who need clear visibility into cash collection status.
Payments + Invoices
Invoices, recorded payments & balancesInvoice register
3 invoicesMaple Street roof replacement
- Invoice total
- $12,800
- Amount paid
- $4,000
- Balance
- $8,800
Due September 26 · Jordan Miller
Payment history
- Sep 12Deposit recorded$4,000
Made for the work
What you can do with Payments + Invoices
Request the right payment
Start deposit or invoice requests from the approved proposal and the relevant project milestone.
Track the remaining balance
See paid, pending, outstanding, and upcoming checkpoints without separating the numbers from the job.
Give operations payment context
Let the office and production team review deposit status before ordering materials or scheduling work.
Keep collections connected
Follow payment activity beside the proposal, customer history, and project timeline.
How it works
How Payments works
- 01
Create the request
Create deposit or invoice requests from approved proposals and project milestones.
- 02
Track payment status
Track paid, pending, outstanding, and upcoming payment checkpoints from the customer record.
- 03
Inform the team
Give office and operations teams visibility before materials are ordered or crews are scheduled.
- 04
Keep the history
Keep payment activity connected to the proposal, job scope, customer history, and project timeline.
In practice
Make payment status part of the project conversation.
HomeVision shortens the gap between signed proposal and collected cash with less manual chasing and clearer internal visibility.
- Office teams reducing collections guesswork
- Owners monitoring cash checkpoints across active jobs
- Operations teams confirming deposits before production starts
Related modules
Keep the next part of the job connected.
Connect payments to your project workflow
Walk through Payments + Invoices with the jobs and handoffs that matter to your team.