SimplySub keeps invoicing connected to the rest of your job information, including estimates, payments, labor, equipment, expenses, files, and other job details. Subcontractors can build, send, and manage invoices without jumping between disconnected systems.
What this Feature Spotlight covers
This product tour walks through the core invoicing workflow inside SimplySub, including:
- Setting invoice numbering, default customer notes, email text, PDF attachments, and invoice-view notifications
- Converting an estimate directly into a standard invoice
- Adding catalog items or custom line items and rearranging them as needed
- Sending branded invoices with additional file attachments
- Previewing the invoice as the customer will see it in the customer portal
- Choosing available payment methods for an individual invoice
- Recording full or partial payments and keeping a payment history
- Reviewing customer invoice views through the audit log
Why it matters
Billing is easier when the information behind an invoice is close at hand. SimplySub’s job billing summary gives you access to labor, equipment usage, expenses, work logs, notes, photos, and other job details while you are working on the invoice. That makes it easier to verify what happened on the job and build an invoice with the right context.
Customers can also see their invoice and recorded payment activity through the customer portal, helping both sides stay aligned on balances and payments.
Built to stay simple
SimplySub gives subcontractors practical invoicing controls without adding unnecessary setup. You can customize invoice details, record payments, add notes and reminders, download PDFs, and manage customer payment options from the same workflow.