Public invoice document

A branded document at its own token URL: your logo and business details, a Bill To block, line items with quantity, rate and amount, totals with tax, payments received, payment instructions and terms. The customer can reopen it any time instead of hunting for an attachment in a six-month-old email. Status is computed rather than trusted, so an invoice past its due date says overdue on the customer's screen too.

A Pay button opens hosted checkout for the balance and confirms server-side on return, then re-polls so the status and balance catch up without a refresh. The button does not render at all when you have no payment provider connected, so it can never fail in front of a customer. Deposits and draws get paid while the invoice is open, rather than after a cheque and a week in the post.

Legal name, mailing address, email and phone from the customer's own signed form, plus a co-signer line and a lender line with the loan number where those apply, rather than whatever name happens to be sitting in the CRM. City, state and ZIP are joined the way an address is actually written — the sort of detail a customer notices on a bill and a lender notices on a draw request.

The dashboard's invoices card heads with the outstanding total, or All paid in full, sorts unpaid oldest-due first, and folds settled invoices behind a toggle that names how many are back there. On a job billed six times, five settled invoices used to bury the one bill that needed paying. Folded never means gone: a paid invoice is the customer's receipt and they come back for it at tax time. Drafts are excluded on the server, so nothing half-written is ever visible.

Invoices, agreements and change orders open in a modal over the dashboard with their own page chrome suppressed — backdrop click and Escape close it, print stays available. Download PDF prints the document and not the buttons, and the same layout renders identically on screen, inside the modal and on paper.