Estimates, invoicing, and payments
Invoicing software connected to the work behind it
Move accepted work into billing without losing the customer, estimate, job, or approval context that explains the charge.
Build billing from the real work
Business details, invoice defaults, line items, customer context, and payment terms can be managed in the same workspace.
- Create estimates before work begins
- Convert approved work into invoices
- Share secure public invoice and estimate views
Offer payment acceptance when it makes sense
Payment links are optional. When enabled, payment-provider state remains attached to the invoice instead of becoming a separate reconciliation problem.
- Add or remove payment links intentionally
- Record payments and balances
- Retain transaction and decision history
Questions
What teams usually ask first
Start with the workflow creating the most friction, then expand the workspace deliberately.
Can we send an estimate without requesting payment?
Yes. Estimates can be prepared without a payment link, and payment acceptance can be added when it fits the business process.
Is external accounting software required?
Orchestiva can operate as its own billing workspace. External accounting and payment-provider connections remain optional and depend on configuration.