Invoicing & Estimates
Estimates, invoices, recurring billing, customer credits.
Suprata creates invoices in five different ways, and which path you use changes what gets pre-populated and what you have to fill in. Here's the full picture, with the trade-offs of each.
Estimates and invoices look similar but behave very differently — one is a price you're proposing, the other is a bill you're collecting on. Here's when to use each.
Three states people use the words 'estimate', 'quote', and 'draft' for, all interchangeably and all incorrectly. Here's the actual distinction in Suprata and how to use them.
Tax categories let you charge different tax rates on different kinds of items on the same invoice. Here's how categories, tables, and pricelist items work together so the right tax shows up automatically.
Beyond strategy: how to actually configure tax tables. Covers what a threshold really means, how to charge a combined state and local rate, when a price bracket is the right tool, and how to verify the math.
Tax locations let an invoice charge the sales tax of the place where the work was done. A New Hampshire shop's mobile job in Massachusetts charges Massachusetts tax automatically. Here's how the place is chosen, how to s...
Resellers, government agencies, nonprofits, and the occasional one-off purchase all need tax-exempt treatment — but the right mechanism depends on whether the exemption is per-customer or per-invoice. Here's how to set u...
Sending an invoice is mechanically a single click, but the choices around theme, terms, and delivery method shape whether the customer pays quickly or you spend a week chasing. Here's the full pattern.
How insurance claims go out to Safelite, LYNX and HSG, what each status means, what to do with rejections and short pays, how to match insurer deposits to claims, and how to turn referrals into jobs.
Recurring invoices generate billing on a schedule — monthly maintenance plans, quarterly retainers, annual licenses. Here's how to set up a schedule, the per-customer vs. per-agreement variants, and the gotchas around pr...
Credits and refunds are different tools for different problems — credits keep money in the relationship, refunds give it back. Here's when each is right, how to apply credits to invoices, and what syncs to QuickBooks.
Closing locks an invoice as final. Reversing undoes it — either by cancelling it outright or by issuing a credit note. Suprata picks which one applies, and asks separately what should happen to any money already paid.