SM
Sofia Mitchell
Quoted$3,569.59
Paid$2,517.15
Balance$1,052.44
PaymentDeposit paid
Next step
Install on Mon, Sep 28 · Jordan, Marco, Tessa
Notes
No notes yet.
Activity
Installation date emailed to sofia.mitchell@example.com for 2026-09-28 · Brendan
Installation scheduled for September 28, 2026 · Brendan
Payment receipt emailed to sofia.mitchell@example.com · Brendan
$1,052.45 Venmo payment recorded on Q-1018 (deposit paid) · Brendan
Quote approval confirmation emailed to sofia.mitchell@example.com · Brendan
Approval email to sofia.mitchell@example.com is waiting for you to send it · Brendan
Approval notice emailed to you · Brendan
Quote Q-1018 approved by Sofia Mitchell ($2,104.89) · Brendan
3 payments · $2,517.15 collected
Notes
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Files
No files yet. Add photos or documents with a note.
Messages
0 unreadNo messages yet. When Sofia writes from a quote or invoice link, the conversation shows up here.
Activity
Installation date emailed to sofia.mitchell@example.com for 2026-09-28 · Brendan
Installation scheduled for September 28, 2026 · Brendan
Payment receipt emailed to sofia.mitchell@example.com · Brendan
$1,052.45 Venmo payment recorded on Q-1018 (deposit paid) · Brendan
Quote approval confirmation emailed to sofia.mitchell@example.com · Brendan
Approval email to sofia.mitchell@example.com is waiting for you to send it · Brendan
Approval notice emailed to you · Brendan
Quote Q-1018 approved by Sofia Mitchell ($2,104.89) · Brendan
Quote Q-1018 opened by the customer · Brendan
Quote Q-1018 emailed to sofia.mitchell@example.com · Brendan
Quote Q-1018 created · Brendan
Payment receipt emailed to sofia.mitchell@example.com · Brendan
$732.35 Venmo payment recorded on INV-1002 (paid in full) · Brendan
Invoice INV-1002 emailed to sofia.mitchell@example.com · Brendan
Quote Q-1002 is now invoice INV-1002 · Brendan
Installation completed · Jordan
Front roofline · Nov 27
Job started · Jordan
Jordan, Marco, Tessa · visit 1
Installation date emailed to sofia.mitchell@example.com for 2025-11-27 · Brendan
Installation scheduled for November 27, 2025 · Brendan
Payment receipt emailed to sofia.mitchell@example.com · Brendan
$732.35 Check payment recorded on Q-1002 (deposit paid) · Brendan
Quote approval confirmation emailed to sofia.mitchell@example.com · Brendan
Quote Q-1002 marked approved for Sofia Mitchell ($1,464.70) · Brendan
Stage: Booked · Brendan
Quote Q-1002 opened by the customer · Brendan
Stage: Quoted · Brendan
Quote Q-1002 emailed to sofia.mitchell@example.com · Brendan
Quote Q-1002 created · Brendan
Customer created · Brendan
Added by hand
Delete this $1,052.45 payment?
The activity log notes that it was removed.
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 $732.35 payment?
INV-1002 goes back to a $732.35 balance. The activity log notes that it was removed.
INV-1002 goes back to a $732.35 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 $732.35 payment?
INV-1002 goes back to a $732.35 balance. The activity log notes that it was removed.
INV-1002 goes back to a $732.35 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.