Your trade, already typed in
Pick the one closest to what you do and the workspace arrives speaking your language: the words, the invoice fields, the item presets, the payment terms. You get a copy, so every bit of it is yours to change.
Pick where to start
Contractor
Bill a job in stages, hold a deposit against it and withhold retainage — without a spreadsheet keeping score.
Invoicing for contractorsAuto Repair
A repair order with the vehicle on it, labour by the hour, parts and shop supplies — and the customer paying before they drive away.
Invoicing for auto repair shopsTowing & Roadside
Hook-up, mileage, storage days and the motor club’s PO number, billed on the call and paid on the spot.
Invoicing for towing and roadsideInsurance Agency
Premiums, endorsements and agency fees — in a down payment and ten installments that issue themselves.
Invoicing for insurance agenciesProperty Management
Rent, management fees and maintenance pass-throughs, as a statement per property and per period.
Invoicing for property managersMedical / Dental
A patient statement net of insurance, in installments, chased on a cadence that suits a person and not a vendor.
Billing for medical and dental practicesLegal
Attorney and paralegal time, flat fees and disbursements — per matter, with the retainer applied.
Invoicing for law practicesFreelance & Agency
Project and retainer work with a deposit up front and milestones that convert from the proposal.
Invoicing for freelancers and agenciesGeneric
Trade-neutral defaults that fit whatever you do: services, products and a fixed charge, on Net 30.
Invoicing for any small business
If none of them fits
Describe what you do and the AI Studio drafts a model: the words, the fields, the terms. You edit any of it before it saves.