bills
Invoices from your budget — not typed from scratch.
Ressio generates invoices directly from your project budget. Draw schedules, milestone billing, or percentage complete — you choose the method. Send from Ressio, collect payment online, and sync to QuickBooks. No copying numbers, no manual invoice creation, no reconciliation at month-end.
Invoice Details
Invoice #1042 · Baumann Kitchen
QBO synced
Send invoice
| Draw | Description | Complete | Amount | Status |
|---|---|---|---|---|
| Draw 1 | Mobilization & sitework | 100% | $33,637.50 | Paid |
| Draw 2 | Foundation complete | 100% | $34,500.00 | Paid |
| Draw 3 | Framing & dry-in | 100% | $53,100.00 | Sent |
| Draw 4 | Rough-ins & insulation | 40% | $21,204.00 | Due |
Client pays online · ACH or card
Billed to date $121,237.50
Due this invoice: $21,204.00
Invoice billing that starts from your budget
The fastest way to get paid is to send an invoice that's already accurate. Ressio generates invoices from your project budget — so the numbers are right before you ever hit send.
Invoice 5555-0016 From budget
| Item | Cost | Markup | Total |
|---|---|---|---|
| Foundation waterproofing | $1,500 | $375 | $1,875 |
Budget summary
- Approved price: $1,219,422
- Retainage (10%): -$188
- Total invoiced: $1,875
- Balance: $1,217,547
Generated from the budget — not typed from scratch
Every invoice in Ressio is built from your project budget. The contract value, approved change orders, and any retainage are already accounted for. You're not copying numbers from a spreadsheet or calculating draws manually — Ressio does it from the source data.
- Invoice amounts pulled directly from the project budget
- Approved change orders automatically reflected in billable totals
- Retainage tracked and calculated without manual adjustments
- Full billing history visible — what's been invoiced, paid, and outstanding
Billing method options
Ressio supports draw schedule billing tied to project phases, milestone billing triggered by specific completions, and percentage-complete billing for cost-plus or T&M work. Set the billing method once and invoice throughout the project.
- Draw schedule billing tied to project phases or predefined amounts
- Milestone billing triggered when a phase or deliverable is complete
- Percentage-complete billing for cost-plus and T&M work
- Switch billing method by project — not locked into one approach
Payment Process
Your client can pay online via ACH or credit card powered by Payabli. Payments are logged automatically against the invoice, showing the status, whether outstanding, viewed, or paid.
Syncs to QuickBooks — automatically
Every invoice you send in Ressio syncs to QuickBooks Online automatically. Payments recorded in Ressio post to QBO. Your accountant sees accurate, current data without you touching anything. No double-entry, no manual import at month-end, no reconciliation headaches.
Customer story
Why Epic calls Ressio a major upgrade from CoConstruct
Andy Kolp
Owner · Epic Building Company
3–5 Active projects
3–5 hrs Time saved weekly
10 / 10 Would recommend
From budget to paid — in three steps
Set your billing method
Choose how you bill — draw schedule, milestones, or percentage complete. Set it once when you set up the project.Generate and send the invoice
Ressio generates the invoice from your budget and sends it to the client directly. No PDF attachment, no phone call required.Payment posts — to Ressio and QuickBooks
When the client pays, the payment is recorded against the invoice in Ressio and synced to QuickBooks automatically.
Frequently asked questions
How does invoicing work in Ressio?
Invoices in Ressio are generated from your project budget. You set your billing method — draw schedule, milestones, or percentage complete — and Ressio calculates what's billable based on the contract value and what's already been invoiced.
Can clients pay invoices online?
Yes. When you send an invoice from Ressio, the client receives a link to view and pay online. They can pay via ACH bank transfer or credit card.
Does Ressio sync invoices to QuickBooks?
Yes. Invoices you send in Ressio sync to QuickBooks Online automatically. Payments recorded in Ressio also post to QBO.
How does Ressio handle retainage on invoices?
Ressio tracks retainage throughout the project, calculating the withheld percentage on each invoice.
Can I see which invoices are outstanding or overdue?
Yes. Ressio tracks invoice status in real time.
Can clients see their invoice history in the client portal?
Yes. Clients can view all invoices and payment history in their Ressio client portal.