Finished. Customer walked the yard with us.
LT
Leila Thompson
Quoted$3,783.23
Paid$2,775.26
Balance$1,007.97
PaymentBalance due
Next step
Collect the remaining balance
Notes
What they told us
- Property
- Single-story home
- Areas
- Roofline & trees
- Light color
- Warm white
- Preferred contact
- Text
Activity
Message received from their Light Guys page · Brendan
Invoice INV-1017 emailed to leila.thompson@example.com · Brendan
Quote Q-1015 is now invoice INV-1017 · Brendan
Installation completed · Ellie
Roofline, trees & pathway · Sep 24
Job started · Ellie
Ellie, Kayla · visit 1
Installation date emailed to leila.thompson@example.com for 2026-09-24 · Brendan
Installation scheduled for September 24, 2026 · Brendan
Payment receipt emailed to leila.thompson@example.com · Brendan
3 payments · $2,775.26 collected
Notes
Finished. Customer walked the yard with us.
Files
No files yet. Add photos or documents with a note.
Messages
0 unreadNo messages in this conversation.
Activity
Message received from their Light Guys page · Brendan
Invoice INV-1017 emailed to leila.thompson@example.com · Brendan
Quote Q-1015 is now invoice INV-1017 · Brendan
Installation completed · Ellie
Roofline, trees & pathway · Sep 24
Job started · Ellie
Ellie, Kayla · visit 1
Installation date emailed to leila.thompson@example.com for 2026-09-24 · Brendan
Installation scheduled for September 24, 2026 · Brendan
Payment receipt emailed to leila.thompson@example.com · Brendan
$1,007.97 Zelle payment recorded on Q-1015 (deposit paid) · Brendan
Quote approval confirmation emailed to leila.thompson@example.com · Brendan
Approval email to leila.thompson@example.com is waiting for you to send it · Brendan
Approval notice emailed to you · Brendan
Quote Q-1015 approved by Leila Thompson ($2,015.94) · Brendan
Quote Q-1015 opened by the customer · Brendan
Quote Q-1015 emailed to leila.thompson@example.com · Brendan
Quote Q-1015 created · Brendan
Payment receipt emailed to leila.thompson@example.com · Brendan
$883.64 Zelle payment recorded on INV-1011 (paid in full) · Brendan
Invoice INV-1011 emailed to leila.thompson@example.com · Brendan
Quote Q-1011 is now invoice INV-1011 · Brendan
Installation completed · Ellie
Roofline & trees · Dec 10
Job started · Ellie
Ellie, Kayla · visit 1
Installation date emailed to leila.thompson@example.com for 2025-12-10 · Brendan
Installation scheduled for December 10, 2025 · Brendan
Payment receipt emailed to leila.thompson@example.com · Brendan
$883.65 Check payment recorded on Q-1011 (deposit paid) · Brendan
Quote approval confirmation emailed to leila.thompson@example.com · Brendan
Quote Q-1011 marked approved for Leila Thompson ($1,767.29) · Brendan
Stage: Booked · Brendan
Quote Q-1011 opened by the customer · Brendan
Stage: Quoted · Brendan
Quote Q-1011 emailed to leila.thompson@example.com · Brendan
Quote Q-1011 created · Brendan
Customer created · Brendan
Quote form
Delete this $1,007.97 payment?
INV-1017 goes back to a $2,015.94 balance. The activity log notes that it was removed.
INV-1017 goes back to a $2,015.94 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 $883.64 payment?
INV-1011 goes back to a $883.64 balance. The activity log notes that it was removed.
INV-1011 goes back to a $883.64 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 $883.65 payment?
INV-1011 goes back to a $883.65 balance. The activity log notes that it was removed.
INV-1011 goes back to a $883.65 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.