The job keeps the scope
Every service, person, hour, product, quantity, and price stays attached to the work it belongs to.
Estimates, invoices & payments
Estimate it. Invoice it.Get paid.
Portara knows what is on the job, what you have already invoiced, and what is still left to bill—down to the percentage of each item.
Start free—no credit cardNothing forgotten. Nothing billed twice.
Select Items for Invoice
Choose which items to include in this invoice
ProductClear storage bins
12 × $45.00
50% previously invoiced — Remaining: $270.00 (50%)
LaborAdditional organizing day
3 people × 8h @ $75.00/hr
Percentage
ProductShelf unit
1 × $360.00
Apply deposit to this invoice
Available: $1,215.00Amount Due$1,215.00
3 of 3 items selected
Total: $2,430.00
This is where Portara is different.
Portara remembers what’s been billed—and what’s left.
Portara tracks every item in the job—what has been billed, what hasn’t, and how much remains. Open the job and your next invoice is already organized.
Every item keeps its history
If you invoiced 50% earlier, Portara shows the 50% remaining. New items are ready to bill at 100%.
The next invoice is already organized
Fully invoiced items stay out. Remaining items are selected with the correct amount ready to review.
A basic invoice tool
“What should I bill this time?”
You check the old invoice, compare it with the estimate, remember what changed, and build the next invoice yourself.
Portara
“Here is exactly what remains.”
Open the job, click Create Invoice, review the remaining items Portara selected, and click Create Invoice again.
The job remembers
An invoice is one moment. The job keeps the running total.
That matters when the work changes, you bill in stages, or a deposit only covers part of the job.
01
Build the complete job
Add the labor and products you expect. Change them as the real work changes.
02
Bill the first portion
Invoice 50% of selected products now, or bill different percentages item by item.
03
Keep adding to the job
Add another day, more materials, or a newly approved item without starting over.
04
Bill exactly what remains
Portara shows the 50% balance on earlier items and 100% of the new ones, already selected.
A simple yes for the client
Review. Sign. Pay the deposit.
Your client opens one clear estimate that shows the work, pricing, terms, and deposit. They can sign from their phone—no account and no PDF shuffle.
Shareable estimate link
Electronic signature
Required deposit shown clearly
Online and recorded payment options
Estimate EST-1042
Hillside residence
Prepared for Sarah Nguyen
Organizing team
3 people × 16 hours
Clear storage bins
12 × $45.00
Shelf units
2 × $360.00
Estimate total$4,860.00
Deposit Required$1,215.00
Signature and deposit received
Collect Payment
$2,430.00
P2PSend Payment LinkManual
Email or text the invoice
Your client opens a secure payment link
Share invoice link
Copy the link or show the invoice QR code
Send Invoice
Get paid your way
Send the link or collect payment on the spot.
Email or text the invoice, share its link, or show a QR code. When the client is standing in front of you, collect or record the payment from your phone.
Online card payment
Square POS
Venmo or Zelle
Cash, check, or external card
The question every service business gets
“How much have we paid—and what’s left?”
Portara keeps the answer at the bottom of the job: every deposit, invoice payment, refund, the current job total, and the balance due.
Include the account summary on every client invoice and they see the same clear story—including what their balance will be after this invoice is paid.
Original estimate plus anything added later
A dated history of payments received
This invoice and the remaining project balance
Fewer payment questions. Fewer awkward calculations.
The owner and the client are looking at the same running account—not two different versions of the job.
Your Account Summary
Hillside residence
Total Project Value$6,120.00
Original Estimate$4,860.00
Additional Items$1,260.00
Payments Received-$2,430.00
4/12/26 - Deposit$1,215.00
4/26/26 - Invoice INV-1088$1,215.00
This Invoice$1,800.00
Balance After This Payment$1,890.00
Inside the job
Running payment total
Deposits Received$1,215.00
Invoice Payments$1,215.00
Net Paid$2,430.00
Job Total$6,120.00
Balance Due$3,690.00
Questions, answered
Straight answers about estimates and getting paid.
The details clients and service business owners usually want to know.
Can clients sign estimates online?
Yes. Clients can open the estimate from a link, review the work and pricing, and sign electronically without creating a Portara account.
Can I require a deposit with an estimate?
Yes. Add a required deposit to the estimate and track it with the job. Clients can pay online when payment processing is configured, and you can also record other payment methods.
Do I have to re-enter everything when I create an invoice?
No. Invoices are built from the labor and products already on the job. Portara leaves out fully invoiced items and shows the remaining percentage and amount for partially invoiced items.
Can I invoice only part of a service or product?
Yes. Portara supports percentage billing by job item, so you can bill a portion now and the remainder later.
How can clients pay?
You can send an invoice payment link by email or text. Depending on your setup, you can also collect payment with card processing, Square POS, Venmo, Zelle, cash, check, or another externally processed card payment.
Where do I see the full payment history?
The job's Payments tab brings together deposits, invoice payments, and refunds, then shows the net paid amount and balance due for the whole job.
Get from estimate to paid without rebuilding the job.
The scope, approval, deposit, invoice, payment, and balance all stay connected to the work.
Start free—no credit card