Invoices & Payments
Invoice customers and record payments.
- Turn an existing spreadsheet into an estimate or invoiceBring an Excel or CSV file into Dave AI and recreate it as an editable draft.
- Create an invoiceCreate a new invoice for customer work in Dave.
- Send an invoiceSend a finished invoice to your customer from Dave.
- Record a paymentRecord a customer payment against an invoice in Dave.
- Auto payment remindersLearn when Dave sends automatic invoice payment reminders, which channels are used, and when they stop.
- Invoice a deposit or a stage of workRequest an upfront deposit, apply it later, or bill work in stages.
- Correct, void, or refund an invoiceChoose the action that matches the correction and understand whether money moves.