Feature deep dive
Invoicing, Deposits, and Payments
Generate invoices from completed work with actual costs, not guesses. Track deposits, apply them automatically, record payments by method, and send branded PDF receipts. The full money trail from first deposit to final payment, all in one place.
Smart invoicing
Invoices built from real numbers, not estimates
When you generate an invoice, BuiltWright pulls from your completed tasks and uses the actual costs you paid for materials, not the estimated prices from the original quote. That means your invoices reflect what actually happened on the job. Labor and materials are broken out with separate subtotals, markup and tax are applied automatically, and any deposits already received are deducted from the balance due.
- Auto-generated from completed work only
- Uses actual purchase costs, not original estimates
- Separate labor and materials subtotals with markup and tax
- Deposits auto-applied with balance due calculation
- Professional branded PDF with sequence numbering (INV-001, INV-002)
- Send by email or share through any app on your phone
Deposit system
Collect deposits. Track every dollar.
Request upfront deposits as a percentage or flat amount before work begins. When a customer pays, mark the deposit as received and BuiltWright handles the rest. Deposits are automatically applied to the first invoice generated for that job. The full application history is tracked in a deposit ledger so you always know exactly where the money went.
- Request deposits as a percentage or fixed amount
- Mark as received and auto-apply to the first invoice
- Branded deposit receipt PDFs with sequence numbering (RCT-001)
- Deposit ledger tracks full application history per job
- Clear paper trail for you and your customer
Payment tracking
Every payment recorded. Nothing falls through the cracks.
Record payments as they come in with the method (cash, check, credit card, ACH) and the amount. BuiltWright pre-fills the remaining balance as a suggested amount so you do not have to do the math. Partial payments are fully supported, so if a customer pays half now and half later, you have a complete record of both. Payment history is tracked per customer across all their jobs.
- Record by method: cash, check, credit card, ACH
- Suggested amount pre-fills remaining balance
- Full support for partial payments
- Payment history per customer across all jobs
- Works offline, syncs when connected
