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Learning path

From Project to Payment

Follow a job from project creation through estimating, scheduling, invoicing, and payment.

  1. 1How to Create a ProjectLearn how to create a project in Caliche.
  2. 2How to Create an EstimateLearn how to create an estimate in Caliche.
  3. 3How to Generate an Estimate PDFLearn how to generate a customer-facing estimate PDF in Caliche.
  4. 4How to Schedule Estimate WorkLearn how to turn estimate work into scheduled project work.
  5. 5How to Create an InvoiceLearn how to create an invoice in Caliche.
  6. 6How to Generate an Invoice PDFLearn how to generate a customer-facing invoice PDF.
  7. 7How to Record a Payment for an InvoiceLearn how to record a customer payment against an invoice in Caliche.