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with contractor Foreman creating and tracking invoices has never been so easy from the dashboard you can easily navigate to the drop down menu and instantly begin creating a new invoice Begin by selecting the customer from your contacts list or create a new customer you can quickly add items to your invoice by using an estimate or from the Projects schedule of values you can use either progress or unit billing and you can bill for time and materials you can also track retainage from there you can save your invoice and email it out as a PDF or Excel file there are several PDF templates to choose from that are easily customizable to show your client as many or as few details as needed you can also export out to Excel and use style we also allow your customers to quickly and easily pay their invoice online with credit cards or ACH transfer contract performance also syncs your invoices to QuickBooks to avoid Double Entry contractor Foreman tracks all your paid and unpaid invoices in the