Invoicing

Create, send, and track professional invoices with online payment collection and full payment history.

Key Features

• Invoice Creation: Build invoices with line items, quantities, rates, and tax rates that calculate totals automatically
• Online Payments: Accept credit card payments via Stripe with a secure checkout link sent directly in your invoice email
• Multiple Payment Methods: Enable Stripe, ACH, Zelle, check, or wire transfer on any invoice
• Public Invoice Link: Every invoice gets a secure shareable link customers can open in any browser to view and pay
• Payment Tracking: Record manual payments and track partial payments — the balance updates automatically
• Refunds: Issue full or partial Stripe refunds directly from the invoice, with reason tracking and notifications
• Status Management: Invoices move through Draft → Sent → Paid automatically, or you can update status manually
• Dashboard Stats: See total revenue, outstanding balance, overdue count, and paid invoice count at a glance
• PDF Download: Download or print a formatted PDF of any invoice

How to Use

Create an Invoice

1. Click New Invoice from the Invoicing page
2. Select a client and set the issue and due dates
3. Add line items — enter a description, quantity, and rate; the amount calculates automatically
4. Set a tax rate if applicable; the subtotal, tax, and total update in real time
5. Choose which payment methods to offer (Stripe, ACH, Zelle, check, wire)
6. Click Save to save as a draft

Send an Invoice

1. Open an invoice and click Send
2. Enter recipient email addresses (To, CC, BCC) and an optional message
3. Click Send Invoice — the customer receives an email with a "View & Pay Invoice" button
4. The invoice status changes from Draft to Sent automatically

Record a Payment

1. Open a paid or partially paid invoice and click Record Payment
2. Enter the amount, payment method, and date
3. Save — the balance due updates and the status changes to Paid when fully settled

Issue a Refund

1. Open an invoice with a Stripe payment and click View Payments
2. Select the payment and click Refund
3. Choose full or partial refund, select a reason, and confirm

Copy the Public Link

1. Open any invoice and click Copy Link
2. Share the link with your client — they can view the invoice and pay online without logging in

Tips

• Set invoices to Draft while building them; they won't be visible to clients until sent
• Use the Products Library in settings to save common services and auto-fill line items quickly
• The Overdue badge on the dashboard alerts you when invoices have passed their due date unpaid
• Stripe test mode lets you process a test payment to verify your setup before going live
• Partial payments are supported — record multiple payments against one invoice and the balance tracks automatically