All done. Timer set for dusk.
EH
Elliot Harper
Quoted$2,418.70
Paid$1,761.64
Balance$657.06
PaymentBalance due
Next step
Collect the remaining balance
Notes
What they told us
- Property
- Single-story home
- Areas
- Classic roofline
- Light color
- Warm white
- Preferred contact
- Text
Activity
Invoice INV-1019 emailed to elliot.harper@example.com · Brendan
Quote Q-1021 is now invoice INV-1019 · Brendan
Installation completed · Jordan
Classic roofline · Sep 28
Job started · Jordan
Jordan, Marco, Tessa · visit 1
Installation date emailed to elliot.harper@example.com for 2026-09-28 · Brendan
Installation scheduled for September 28, 2026 · Brendan
Payment receipt emailed to elliot.harper@example.com · Brendan
$657.06 Check payment recorded on Q-1021 (deposit paid) · Brendan
3 payments · $1,761.64 collected
Notes
All done. Timer set for dusk.
Files
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Messages
0 unreadNo messages yet. When Elliot writes from a quote or invoice link, the conversation shows up here.
Activity
Invoice INV-1019 emailed to elliot.harper@example.com · Brendan
Quote Q-1021 is now invoice INV-1019 · Brendan
Installation completed · Jordan
Classic roofline · Sep 28
Job started · Jordan
Jordan, Marco, Tessa · visit 1
Installation date emailed to elliot.harper@example.com for 2026-09-28 · Brendan
Installation scheduled for September 28, 2026 · Brendan
Payment receipt emailed to elliot.harper@example.com · Brendan
$657.06 Check payment recorded on Q-1021 (deposit paid) · Brendan
Quote approval confirmation emailed to elliot.harper@example.com · Brendan
Quote Q-1021 marked approved for Elliot Harper ($1,314.12) · Brendan
Quote Q-1021 opened by the customer · Brendan
Quote Q-1021 emailed to elliot.harper@example.com · Brendan
Quote Q-1021 created · Brendan
Payment receipt emailed to elliot.harper@example.com · Brendan
$552.29 Check payment recorded on INV-1001 (paid in full) · Brendan
Invoice INV-1001 emailed to elliot.harper@example.com · Brendan
Quote Q-1001 is now invoice INV-1001 · Brendan
Installation completed · Jordan
Classic roofline · Nov 26
Job started · Jordan
Jordan, Tessa · visit 1
Installation date emailed to elliot.harper@example.com for 2025-11-26 · Brendan
Installation scheduled for November 26, 2025 · Brendan
Payment receipt emailed to elliot.harper@example.com · Brendan
$552.29 Check payment recorded on Q-1001 (deposit paid) · Brendan
Quote approval confirmation emailed to elliot.harper@example.com · Brendan
Quote Q-1001 marked approved for Elliot Harper ($1,104.58) · Brendan
Stage: Booked · Brendan
Quote Q-1001 opened by the customer · Brendan
Stage: Quoted · Brendan
Quote Q-1001 emailed to elliot.harper@example.com · Brendan
Quote Q-1001 created · Brendan
Customer created · Brendan
Quote form
Delete this $657.06 payment?
INV-1019 goes back to a $1,314.12 balance. The activity log notes that it was removed.
INV-1019 goes back to a $1,314.12 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Delete this $552.29 payment?
INV-1001 goes back to a $552.29 balance. The activity log notes that it was removed.
INV-1001 goes back to a $552.29 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Delete this $552.29 payment?
INV-1001 goes back to a $552.29 balance. The activity log notes that it was removed.
INV-1001 goes back to a $552.29 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.