Create invoices, bill progressively, track payments, accept online card + ACH payments, and manage outstanding balances.
Last updated 2026-07-07
Inside a project, go to the Invoices tab. Create invoices from scratch or convert an approved estimate. Add line items, taxes, and payment terms.
For larger jobs, bill in stages rather than all at once — invoice a deposit, then progress draws against the contract as work completes. Approved change orders can be pulled in too, so extras get billed.
Send invoices via email with a professional PDF. Clients can view invoices in their portal and see payment history.
Connect Stripe to accept card and bank transfer (ACH) payments directly through Breche. When connected, invoices include a one-click Pay Online link that opens a dedicated payment page — no portal login required. See the Online Payments setup guide.
Record manual payments (check, cash) as they come in. Stripe payments post automatically when the customer pays. The dashboard shows total invoiced, collected, outstanding, and overdue amounts; the Payments ledger lists every payment with its source and status.
Payments Ledger
See every payment across all projects in one ledger — manual and Stripe — with filters, an audit trail, and clear edit rules.
Online Payments (Stripe)
Accept card and ACH payments directly through Breche by connecting Stripe.
Change Orders
Document and get sign-off on scope changes. Change orders work exactly like estimates — same builder, same signing — just tracked separately.