video1.0<iframe src="https://www.loom.com/embed/2a4f8f943b1a439c8949dd7cace86196" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/2a4f8f943b1a439c8949dd7cace86196-4f633ff6f1f6fa7b.gif1032.832This Loom walks through the new invoice format beta setup, focusing on milestone billing and single invoice billing from an estimate. It shows creating a milestone plan in an estimate for a patio and pool totaling 22,000, including an optional 10% deposit, auto-adjusted milestone percentages, and tax and line items pulled from the estimate. The deposit invoice can be generated from the estimate, while subsequent milestone invoices are generated from the job, where everything appears under the Billing tab and can be previewed, edited, and sent. It also explains single billing setup for smaller projects, preloading a 100% completion invoice with the option to add a 10% deposit, and notes that one-off invoices do not affect the planned total while generated invoices do.