Money

Quote to invoice.
Nothing retyped.

Estimates start drafted from your rates. Approved revisions stay fixed, accepted work becomes an invoice draft, and payment status comes from your connected provider.

Paxo Money overview with open estimates by stage and one awaiting review, using example records — Product preview · example recordsWhat's owed, quoted and waiting

Drafted from your rates

New estimates start with lines from your published rates and past work, ready for you to check.

Approvals tied to a revision

An approval belongs to the exact revision reviewed. Any change starts a new revision.

Status from the source

Invoice and payment status come from your provider. A checkout return never marks paid.

Estimates

Estimates with revisions and real approvals

Build line items with tax codes from your price book or calculators. Submit for review, approve, then issue. Clients accept or decline the exact revision in Paxo Clients, with their typed name and consent.

Draft, review, approve, issue, accept
Clients decide on the exact revision
Estimate PDF from issued revisions

Paxo estimate review for EST-2042 totaling $2,554.70, awaiting a decision, using example records — Product preview · example recordsReview estimates before they go out

Invoices

From accepted work to an invoice draft

Turn an accepted estimate into a full, deposit or progress invoice draft without billing the same amount twice. Issue it through your accounting system, share it with the client and let the provider confirm payment.

Full, deposit, progress and split drafts
Share issued invoices in Paxo Clients
QuickBooks or Stripe as the invoice issuer

Paxo invoice draft for Meridian Drilling, not yet sent, with send and record-payment options, using example records — Product preview · example recordsAn invoice draft, ready to review and send

Who it helps

Built around the people doing the work.

Estimator

Quote faster from your own rates

Start from lines Paxo drafts from your published rates and past estimates, adjust them and submit for approval.

Finance

Bill in stages without double counting

Draft a deposit, then progress invoices. Paxo refuses overlapping stages and gives the last stage the exact remainder.

Owner

Know who to call this week

Who owes you ranks balances from your accounting records and flags the ones worth a call.

What stays in your control

Clear rules, written down.

Paid status comes only from your invoice provider. Returning from checkout never marks an invoice paid.
Issuing an estimate does not email it. Sending and client access are separate, explicit steps.
Payments you record yourself show as recorded by you until the provider's records match.
Accounts payable and supplier bills are not part of Paxo Money yet.

Same work. A clearer tomorrow.

Quote to invoice.Nothing retyped.