Getting paid is why you're in business. LawnBook makes invoicing fast enough to do it from the truck — professional PDFs, digital signatures, and multiple payment options, all without leaving the app.
Creating Estimates
Send an estimate before any work begins. Estimates help close new clients by showing a professional quote with your branding.
Tap Invoices in the tab bar, then tap + New and choose Estimate.
Select a client from your list. Their name, address, and contact info are pulled in automatically.
Set an estimate date and an optional expiry date (e.g., valid for 30 days).
Add line items for each service. Add a short description, quantity, and unit price for each.
Add optional terms and conditions or a personal note to the client. Then tap Send Estimate to share via email or Messages.
Tip: You can save estimate templates for common job types — seasonal mowing packages, aeration + overseeding bundles, or spring cleanup quotes. Tap Save as Template on any estimate.
Converting Estimates to Invoices
Once a client approves an estimate, converting it to an invoice takes one tap. All line items, pricing, and client information carry over exactly.
Open the estimate from the Invoices tab. Approved estimates show a green Approved badge.
Tap Convert to Invoice at the bottom of the estimate. Review and adjust if any line items changed during the job.
Set the invoice date and payment due date. Net 14 and Net 30 are quick options.
Tap Send Invoice to deliver the PDF to your client.
You can also create invoices directly from completed jobs. When you mark a job complete, LawnBook prompts you to create an invoice using the job's services and pricing.
Adding Line Items
Both estimates and invoices support detailed line items — services, materials, fees, and discounts.
Line item types
- Service — a job you performed, with description and price.
- Material — a product used, with quantity and unit cost (e.g., fertilizer bags).
- Labor — hourly rate based on logged time.
- Discount — a fixed amount or percentage discount applied to the subtotal.
- Tax — sales tax or a custom tax rate (varies by state and service type).
PDF Generation
Every invoice and estimate in LawnBook can be exported as a professional PDF. The PDF includes your logo, business contact details, client information, line items, payment instructions, and your terms.
To generate a PDF, tap the Share button on any invoice or estimate and choose Export as PDF. You can:
- Email it directly from LawnBook using the system share sheet.
- Send it via Messages or AirDrop.
- Save it to Files for your records.
- Print it using AirPrint from any job site.
Tip: Customize the PDF footer in Settings → Invoice Settings. Add your license number, insurance info, or a thank-you message that appears on every document.
Signature Capture
Capture a client's digital signature directly on your iPhone or iPad screen. Signatures are embedded in the PDF and timestamped, giving you a legal record of approval.
How to capture a signature
Open the invoice or estimate, then tap Request Signature.
Hand your device to the client. They sign with their finger on the signature pad.
Tap Accept Signature. The document is signed, timestamped, and locked from further editing.
Signed documents are stored in the client's record alongside the invoice. You can share a signed copy via email after the fact by tapping Share Signed PDF.
Payment Tracking
Every invoice has a payment status that updates as you record payments. LawnBook tracks partial payments too.
Invoice payment statuses
- Draft — created but not yet sent.
- Sent — emailed or shared with the client. Awaiting payment.
- Partial — some payment received. The remaining balance is shown on the invoice.
- Paid — payment in full received and recorded.
- Overdue — past the due date with an outstanding balance.
- Void — cancelled. Revenue is removed from reports.
To record a payment, open the invoice and tap Record Payment. Enter the amount received, date, and payment method (cash, check, card, Venmo, etc.). You can record multiple partial payments against a single invoice.
Payment Reminders
LawnBook can send automatic payment reminders on your behalf so you don't have to chase clients manually.
A friendly reminder that payment is coming up soon. Includes the invoice total and a payment link.
A notification that payment is due today, sent via the client's preferred contact method.
First overdue notice. The invoice total is restated and payment options are included.
Final notice with a firmer tone. You can choose to include a late fee on the invoice at this point.
Enable automatic reminders in Settings → Invoice Settings → Payment Reminders. You can customize the message text for each reminder, or disable specific reminders entirely.
Tip: Clients who receive prompt, professional reminder emails consistently pay faster than those who receive phone calls. Automation works in your favor.
Payment Links
Include a payment link in the invoice email so clients can pay in one tap. LawnBook supports multiple payment platforms — you keep whatever account you already use.
Setting up payment links
Go to Settings → Payment Links. Add your payment username or link for each platform you accept. LawnBook will include the relevant links in every invoice email.
- Stripe — create a Stripe payment link in your Stripe dashboard and paste it in. Clients pay by card directly.
- PayPal — enter your PayPal.me link or business email. Clients can pay with their PayPal account or a card.
- Venmo — enter your Venmo username. Clients tap the link to open the Venmo app.
- Zelle — enter your phone number or email enrolled with Zelle.
- Cash App — enter your $Cashtag. Clients tap to open Cash App and send payment.
You can enable multiple payment options at once. LawnBook shows them as buttons in the invoice email with clear labels so clients know which to use.
Tip: LawnBook doesn't take a percentage of payments. Whatever fee the payment platform charges goes to them — LawnBook is not involved in the transaction.
Cash and check payments
If a client pays in cash or by check, record it manually using the Record Payment button on the invoice. This keeps your revenue reports accurate even for offline transactions.
Next step: Learn how LawnBook optimizes your daily driving routes to save fuel and time in the Route Optimization guide.