Estimates & invoicing

From branded estimate to paid invoice

Build itemized estimates the way commercial work is actually priced, watch clients approve them online, and turn one approval into a contract and reconciled invoices, nothing retyped. Get paid by card, or record transfers and checks by hand.

Free for 14 days · No credit card required

setflow.app

Line-item estimates

Priced the way commercial work is priced

A commercial job is never one number. Build itemized estimates that break out creative fees, licensing, crew, equipment, and post, each as its own line, each easy to read. And the estimate carries your brand, so what the client opens looks like your studio instead of a generic form. It reads like a real production quote because it is one.

  • Separate lines for creative fees, licensing, crew, equipment, and post
  • Branded to your studio, not a stock template
  • Itemized totals a client can actually follow
  • Priced the way commercial work is priced
setflow.app/projects/SF-2026-014

Online approval

Watch the approval happen

Send the estimate and the client reviews it right in their browser. They approve with a typed name, or decline with a comment, no printing, no scanning, no back-and-forth. You see the moment they open it, and sending your first estimate moves the project to "quoted" on its own. Estimates auto-expire, so a stale quote never lingers past its date.

  • Approve with a typed name, or decline with a comment
  • See the moment a client opens the estimate
  • First estimate sent moves the project to "quoted"
  • Estimates auto-expire without you chasing them
setflow.app/projects/SF-2026-014

One-click chain

One approval, nothing retyped

An approved estimate doesn't just sit in a folder. Turn it into a contract in one click, then generate a deposit invoice from that contract, each document built from the last. The numbers carry straight through, so nothing gets retyped and nothing drifts between steps. What the client approved is what everything downstream is built on.

  • Approved estimate becomes a contract in one click
  • The contract generates the deposit invoice
  • Every document built from the one before it
  • No retyping between estimate, contract and invoice
setflow.app/projects/SF-2026-014

Invoicing

Invoices for the whole arc

Billing follows the job from booked to delivered. Send a deposit invoice when the project is booked, an optional partial along the way, and a final invoice at delivery, each one reconciled against the approved estimate so the totals always line up. Clients pay by card in the portal through Stripe, or you record bank transfers and checks by hand. Invoices never depend on Stripe being connected.

  • Deposit at booked, optional partial, final at delivered
  • Every invoice reconciled against the approved estimate
  • Card payment in the portal via Stripe
  • Record bank transfers and checks manually, Stripe stays optional
setflow.app/projects/SF-2026-014

Margin & control

Margin is never a surprise

Track budget versus actuals per category and see your margin as the job moves, not after it closes. Export to CSV for your books, handle overdue invoices, and send reminders without chasing anyone by hand. Team members stay read-only on invoices while owners and admins keep full control, so the money is visible to the crew but changeable only by the people who should touch it.

  • Budget vs. actuals per category, live
  • CSV export for your books
  • Overdue handling and reminders built in
  • Read-only for team members, full control for owners and admins
setflow.app/projects/SF-2026-014

Frequently asked questions

Yes. Estimates are itemized the way commercial work is priced (creative fees, licensing, crew, equipment, and post each get their own line) so a production quote reads correctly instead of being forced into a generic invoice format.

No. Clients can pay by card in the portal through Stripe if you connect it, but you can also record bank transfers and checks manually. Invoices never depend on Stripe being connected.

They review it online and approve with a typed name, or decline with a comment. You see the moment they open it, and sending your first estimate moves the project to "quoted" automatically. Estimates auto-expire so old quotes don't linger.

In one click. An approved estimate becomes a contract, and that contract generates a deposit invoice, each document built from the last, with nothing retyped. From there you bill a deposit at booked, an optional partial, and a final at delivered, all reconciled against the approved estimate.

No. Team members are read-only on invoices, while owners and admins have full control. You also get budget-versus-actuals per category, CSV export, and overdue handling with reminders so margin stays visible without being editable by everyone.

setflow.app/projects/SF-2026-014

Ready to simplify your next production?

Set up takes minutes. Start with your very next inquiry and let the rest follow.

Start Free

Free for 14 days · No credit card required

From branded estimate to paid invoice · SetFlow