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.
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 →Questions the guide does not answer? Email support@estilumina.com or browse the Help Center.