Create invoices, apply deposits, collect partial payments, handle retention, send receipts, and manage refunds, removals, and reminders.
Updated Sep 29, 2026·16 min read·For Owner
In your account, open the saved record and choose Preview before sending. Customer page shows the customer-facing page, PDF shows the printable document, and Email shows its subject, body, and SMS text. Drafts work too. Preview sends nothing and does not mark the record viewed; acceptance, signing, and payment actions are disabled. Save form edits first.
The first guide in this category, Job → Invoice → Payment, walked the loop end-to-end. This one goes deep on the invoicing side: browsing and filtering, discounts, tax, margin tracking, sending, partial payments, deposits, retention, refunds, and reminders. Every widget below is the real Conduit screen, driven by a simulated Sullivan Electric account so every control actually works.
Invoice items: bill part of a bid or job now, the rest later
Sometimes you need to bill for pieces of an accepted bid before the work is done, like invoicing the hardware up front so payment arrives before you order it, then billing the remaining labor at the end. On an accepted or converted bid that is not using progressive billing, and on every job that came from it, the Invoice items button opens a picker over the bid’s line items.
Each line shows how much has already been billed and how much remains, across the bid and all of its jobs combined. Check the lines you want on this invoice and set an amount for each; amounts default to the full remaining balance, so billing everything left is one click and billing hardware only means checking just those lines. You cannot bill more than a line has remaining.
Saving creates a draft invoice. Nothing goes to the customer until you open it, review it, and send it with the same send flow shown below. A few things to know:
The bid’s line ledger is shared, so every Invoice items invoice draws the same remaining balances down no matter which job you start from.
The final invoice on the job, including the one Conduit generates automatically when the job is completed, bills only what is left after your item invoices.
Voiding an item invoice makes its amounts billable again. So does deleting one you have not sent yet: Delete draft hands the amounts back to the bid and the picker offers them again.
Once the job has its final invoice, Invoice items is closed for that bid (the final invoice already bills everything left). Void the final invoice first if you need to split it up.
Deposits are unchanged: a paid deposit is still credited on the final invoice.
A bid with progressive billing turned on gets billed a piece at a time, from the job rather than the bid. The whole loop:
Accept the bid. Progressive billing has to be on before you convert it.
Convert it to a job. You pick which bid lines, and how much of each, this job covers. That choice is the job’s share of the contract; the rest stays on the bid for later jobs.
Open the job and press Create Progress Invoice. It bills this job’s items that have not been invoiced yet, as a draft.
Review the draft and send it. Nothing reaches the customer until you do.
Repeat as the work progresses. Each progress invoice bills what has not been billed yet, so the last one bills whatever remains.
Overdue tracking and Stripe setup
Invoices past due are auto-marked overdue, flagged with a red left border and a header count. Online payment requires Stripe, connected via Settings → Payments; see Payments Setup for the full connection walkthrough.
That’s invoicing. Next: Projects, the organizing container for bigger work.