Collect: send, pay, credit
Invoices live on the org ledger. Clients pay into your Stripe account when Collect is connected. Credit memos are negative invoices — they reduce still-owed, they are not a general ledger. Progress billing continues into pay applications on the same job.
1. Issue the invoice
Invoicing → New invoice. SOV and retainage are optional. Send opens the client pay link. EstiLumina never holds client funds. Every invoice and pay application prints on your letterhead — logo and brand accent from Settings → Branding.
Open Invoicing →2. Record payment or Collect
Record a manual payment, or let Collect mark paid when Stripe confirms. Aging uses the remaining balance.
Aging →3. Issue a credit memo
New invoice → Credit memo. Enter the credit as a positive figure; EstiLumina stores it negative so still-owed drops. Not a books-of-record GL.
Credit memo →4. Progress-bill with a pay application
Create a pay application and seed the continuation sheet from the job SOV. Enter this-period work, materials stored, and retainage; certified periods carry forward, and approved change orders seed the next draw. Certify, then print for the owner package.
Pay applications →5. Write the schedule of values from the budget
In an invoice's schedule of values, From the budget writes one line per division of the job's budget and spreads the agreement across them to the cent — the last line carries the rounding — with every figure yours to edit. A line written this way is the one that reads down to the measured lines on your client's proof.
Open Invoicing →Evaluate on one job — 14 days free, no credit card. Try the product · For subcontractors
Questions the guide does not answer? Email support@estilumina.com or browse the Help Center.