SimplySub gives subcontractors a simple invoicing workflow that connects estimates, invoices, payments, and job financials in one place.
Invoices can be created from accepted estimates, built as progress invoices, or created as standalone invoices when no estimate is needed. This helps your team move from approved work to billing without extra spreadsheets or duplicate entry.
What this Feature Spotlight covers
This video walks through the invoicing system inside SimplySub, including:
- Converting an accepted estimate into a standard invoice
- Creating progress invoices from an estimate
- Building standalone invoices without first creating an estimate
- Adding invoice line items from a configurable product catalog
- Using free text line items to organize invoice sections
- Reordering invoice line items with drag-and-drop controls
- Setting due dates, net terms, invoice types, and customer notes
- Sending invoices by email with CC, BCC, subject, and message options
- Customizing invoice branding with logos and colors
- Recording partial payments or applying one payment across multiple invoices
- Syncing invoices with QuickBooks Online where applicable
Why it matters
Invoicing is easier to manage when it stays connected to the work, the customer, and the original estimate. SimplySub helps subcontractors see what has been billed, what is overdue, what has been paid, and what still needs attention.
That makes it easier for office teams and field teams to stay aligned without chasing down invoice details across disconnected systems.
Built to stay simple
The invoicing workflow is designed to stay flexible without becoming complicated. Your team can use saved catalog items, adjust quantities and pricing, add custom sections, set payment terms, and send polished invoices directly from SimplySub.
For companies using QuickBooks Online, SimplySub can help reduce double entry by keeping invoice data connected between systems.