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Help and answers

Short, direct answers about how tracks-it PDF works. Start free: 5 documents every month, no card needed.

Estimates and payments

Estimates signed onlineClients open the link in your email, review the estimate and sign on the page, with no account. The accepted estimate records the signature and time.
Estimate to invoiceConvert an accepted estimate to an invoice with one tap, or switch on automatic conversion. It is free and never counted as a second document.
What counts as a documentA document is an invoice or estimate you send to someone else. Drafts, test sends to yourself and estimate to invoice conversions are free.
Free plan limitsThe free Starter plan gives 5 documents every month, 20 PDF-tool files and 3 voice or photo drafts a day. No card needed.
How clients payClients pay from a link in the email by card, Apple Pay or Google Pay, with no account or app. Bank payment is available where supported.
Payment feestracks-it PDF takes no fee on online payments on any plan. Stripe charges its own processing fees, and the money goes to your own Stripe account.
DepositsAdd a deposit to an estimate or invoice as a percentage or a fixed amount. The client pays it on the pay page and it counts toward the balance.
Cash and check paymentsMark an invoice paid yourself for cash, check, Zelle or wire. No fee, part payments are supported and the client gets a PAID receipt.
Payment remindersStarter sends a reminder with one tap. Growth and Business send automatic reminders for overdue invoices, up to three, a week apart.
PAID receiptsWhen an invoice is paid in full, tracks-it PDF sends a receipt with a PAID stamp. You can also download it from the invoice or the client page.
Photos on invoicesAttach up to six photos to an invoice or estimate. Location data is removed, and the photos show on the PDF and on the client page.
5 free documents every month. No card needed.