Step 1
Create deposit or invoice requests from approved proposals and project milestones.
Product module
Payments + Invoices
Collect deposits, progress payments, balances, and invoice updates without separating payment status from the job record.
Who this is for: Finance, office, operations, and sales leaders who need clear visibility into cash collection status.
Deposit request workflow
Invoice and balance tracking
Payment status visibility
Proposal-to-payment connection
Product-specific workspace preview
SellEstimateVisualizeDeliverGet Paid
Payments + Invoices
Deposit and balance visibility
Deposit paidBalance dueInvoice
Invoice HV-2048Deposit paid
Collected
$6,250
Balance
$12,750
• Deposit and invoice request workflows
• Paid, pending, and outstanding balance visibility
• Proposal-to-payment connection
How Payments works
Step 2
Track paid, pending, outstanding, and upcoming payment checkpoints from the customer record.
Step 3
Give office and operations teams visibility before materials are ordered or crews are scheduled.
Step 4
Keep payment activity connected to the proposal, job scope, customer history, and project timeline.
Payments + Invoices deep dive
Payment status should not live outside the job record.
Contractor teams often collect deposits through one tool, track invoices in another, and ask the office to confirm whether a job can be scheduled. That creates delays, missed balance follow-ups, and confusion between sales, office, and production.
Home Vision solution
Payments connected to proposals, schedules, and production readiness.
Home Vision keeps deposit requests, invoice status, balances, and payment checkpoints connected to the same customer and job record. Teams can see what is approved, what is paid, what is outstanding, and what should happen next.
How it works
A workflow your team can actually follow.
01
Start from approval
Create a deposit or invoice request when a proposal is accepted or a payment milestone is reached.
02
Send the payment path
Give the homeowner a clear way to pay the deposit, progress payment, or balance.
03
Track status
Keep paid, pending, overdue, and balance information visible to the team.
04
Unlock the next step
Move the job toward scheduling, material planning, or closeout once payment conditions are met.
Use cases
Built for the roles that move the job forward.
Office team
Track deposits, invoice status, balances, and customer payment next steps.
Owner
Review cash checkpoints across approved and active jobs.
Production manager
Confirm payment readiness before materials, crew scheduling, or job closeout.
Key capabilities
The details that make the workflow useful every day.
Deposit requests
Collect initial payments from the approved proposal workflow.
Invoice visibility
Keep invoice state and balance details connected to the customer record.
Milestone payments
Track progress payments and final balances without separating them from the project.
Team-wide status
Help sales, office, and operations see payment readiness at a glance.
Collections follow-up
Support clearer follow-up when balances are pending.
Production guardrails
Give teams payment context before materials are ordered or crews are scheduled.
Connected workflow
This page works best when it is connected to the rest of Home Vision.
Proposals
Approved proposals can move straight into deposit and invoice workflows.
CRM + Pipeline
Payment status stays visible from the customer and opportunity record.
Scheduling
Payment checkpoints can support when a job is ready to schedule.
Materials
Material planning can reference whether deposit or milestone requirements are met.
FAQ
Questions teams ask before rolling this out.
Can payments start from an approved proposal?
Yes. The payment workflow is positioned as the next step after proposal approval.
Can the team see outstanding balances?
Yes. The page is built around shared visibility into deposits, invoices, balances, and payment checkpoints.
Does payment status help scheduling?
Yes. Payment context can help the team decide when a job is ready to move into scheduling or production.
Outcome and use cases
Home Vision shortens the gap between signed proposal and collected cash with less manual chasing and clearer internal visibility.
- • Office teams reducing collections guesswork
- • Owners monitoring cash checkpoints across active jobs
- • Operations teams confirming deposits before production starts
Related modules
Proposals
Turn approved estimates, roof report details, visuals, and package options into polished proposals homeowners can review and approve.
View related module →Scheduling
Coordinate appointments and approved work from the same Home Vision job record your sales and operations teams already use.
View related module →Materials
Turn approved scopes, report measurements, and proposal details into cleaner material planning and job handoff workflows.
View related module →Connect payments to your project workflow
Book a tailored walkthrough and we will map this module to your current sales, operations, and customer handoff process.