Send an invoice by email or text. With Stripe connected, customers can pay it online straight away; otherwise, you can mark it as paid yourself.
Before you start #
- Add your logo, business details and default payment terms in Payments → Invoices & Estimates, using the Settings gear icon.
- To take card payments online, connect Stripe.
Steps #
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Payments → Invoices & Estimates
Click Payments, then Invoices & Estimates.
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New → New Invoice
Click New and choose New Invoice.
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Fill it in
Choose the customer, add your products or items with prices, and check the due date.
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Save and send
Click Save, then Send. Choose email, text or both.
Keeping track #
- All your invoices and their status (Draft, Sent, Paid and so on) are in Payments → Invoices & Estimates → All Invoices.
- Card payments also appear in Payments → Transactions.
- Paid by cash or bank transfer? Open the invoice and record the payment yourself.
Good to know #
- For regular customers, use Recurring Invoices to bill them automatically on a schedule.
- You can split an invoice into a payment plan, for example a deposit and the rest after the job.
- Turn on payment reminders in the invoice settings so you don’t have to chase.
- Paid invoices can’t be edited.
Troubleshooting #
If an invoice shows as Sent but the customer didn’t get it, ask them to check spam, check their email address on the contact, then log out and back in and resend.