Pilot / limited rollout5 min read
Estimates, invoices & approvals
The document-to-payment workflow and its current pilot status.
This workflow is in pilot or limited rollout and should not be assumed available to every business.
Intended workflow
- Create an estimate with services, totals, and clear terms.
- Send a branded review link so the client can see and approve or decline.
- After approval, convert the estimate to an invoice when appropriate.
- Send a payment link connected to the business's payment provider.
- Reconcile payment status, then deliver a friendly provider-branded receipt.
What the pilot is validating
- Approval links and authorization boundaries
- Duplicate clicks, retries, and idempotency
- Invoice creation and payment reconciliation
- Refunds and cancellation handling
- Email delivery and cross-business separation
Availability
Good to know
Estimates, invoicing, and electronic approvals remain pilot-controlled until complete end-to-end acceptance testing. Do not use a QA workflow for real financial transactions.