Template Fields
Custom fields for project ID, PO number, and job site address let teams capture structured data for downstream accounting and reporting without manual editing on each invoice.
Templates reduce billing errors, speed up invoice creation, and ensure consistent presentation of scope, taxes, and payment links for construction jobs across projects and teams.
General contractors manage multiple concurrent projects and require invoice templates that capture staged progress payments, retainage percentages, permit and inspection fees, and change order descriptions. They need clear payment links and attached signed change orders to minimize disputes and speed approval cycles across owners and subcontractors.
Property managers bill recurring maintenance, capital improvements, and vendor reimbursements. Templates help them separate recurring line items from one-off capital work, include tenant bill-back details, and attach signed authorizations to meet lease and insurance requirements.
Construction firms, general contractors, subcontractors, and property managers often need repeatable invoice structures for consistent billing and payment collection.
Custom fields for project ID, PO number, and job site address let teams capture structured data for downstream accounting and reporting without manual editing on each invoice.
Fields to link signed change orders or amendment IDs directly to line items help reconcile scope changes and support faster client acceptance and payment.
Preset regional tax rates and the ability to toggle tax applicability per item reduce errors when projects cross jurisdictions or when materials are taxed differently from labor.
Support for recurring invoices or milestone-triggered invoices simplifies retainers, scheduled maintenance, and staged project payments tied to completion milestones.
Configurable payment links for immediate card or ACH checkout, with prefilled amounts and memo fields to match invoice numbers for simpler reconciliation.
Attach executed agreements or capture signatures inline; using a compliant eSignature provider preserves a signed record that can be referenced with the invoice.
Break out labor, materials, permits, and subcontractor costs with quantity, unit price, and clear descriptions so clients can verify charges quickly and auditors can trace costs to project budgets.
Include retainage percentage fields and milestone-based billing sections to support staged payments, partial releases, and final lien waivers upon completion or final payment.
Preconfigure regional tax rates and sales tax applicability for construction services, ensuring consistent calculation across invoices and reducing manual tax adjustments.
Embed Stripe payment links for card or ACH payments and include a space for eSignature or attached signed approvals when a client authorization is required before payment.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Default Payment Terms | Net 30 days |
| Tax Calculation Method | Item-level tax |
| Signature Requirement | Optional per template |
| Notification Recipients | Owner, PM, Accounting |
A mid-size contractor used a Stripe invoice template to standardize monthly progress invoices for ten remodel projects, including line items for labor, materials, and 10% retainage.
Resulting in a 35% reduction in collection time and fewer invoice corrections after approvals.
A property management firm combined a template with attached signed change orders to bill renovation allowances and emergency repairs.
Leading to streamlined accounting, faster payment posting, and clearer audit records for lease compliance and insurance reviews.
| Feature | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| API Access | |||
| Mobile Apps | |||
| Bulk Send | |||
| Audit Trail |
| Plan Details | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Entry price | $8/user per month | $10/user per month | Contact sales | $15/user per month | $19/user per month |
| API included | Available in paid plans | Available | Enterprise API | Available | Available |
| HIPAA support | BAA available | BAA available | BAA available | BAA on request | BAA on request |
| Free trial | 14-day trial available | 30-day trial | Trial via Adobe account | Free tier available | Free trial available |
| Ideal for | SMBs and teams | Large enterprises | Enterprise workflows | Small teams | Sales-driven teams |