The Money Loop, explained

The Money Loop is the single thread that runs through WyllFlow. Each step feeds the next, so information is entered once and carries forward:

Lead. A potential client comes in — manually or through a shareable capture link — and lands in your pipeline.
Estimate. You send a priced, branded estimate. Line items, tax, and currency are set here.
Contract. When they're ready, you send a contract for signature and keep the signed copy on the client record.
Invoice. An accepted estimate converts to an invoice in one click — the same line items and totals carry straight over, so the numbers always match what was agreed.
Payment. The client pays online into your account, or you record a bank transfer or cash payment manually.

Because it's one connected flow, you never copy a total from a quote into an invoice by hand, and you always know where each client stands.

The Money Loop is the single thread that runs through WyllFlow. Each step feeds the next, so information is entered once and carries forward:

Lead. A potential client comes in — manually or through a shareable capture link — and lands in your pipeline.
Estimate. You send a priced, branded estimate. Line items, tax, and currency are set here.
Contract. When they're ready, you send a contract for signature and keep the signed copy on the client record.
Invoice. An accepted estimate converts to an invoice in one click — the same line items and totals carry straight over, so the numbers always match what was agreed.
Payment. The client pays online into your account, or you record a bank transfer or cash payment manually.

Because it's one connected flow, you never copy a total from a quote into an invoice by hand, and you always know where each client stands.

Related