Invoicing

Create, send, and track professional invoices — from first draft to final payment — with online payment collection, full payment history, and your own branded invoice design.

Key Features

• Invoice Creation: Add line items, quantities, rates, and taxes; totals calculate in real time
• Online Payments: Accept credit cards via Stripe — clients pay directly from their invoice link
• Multiple Payment Methods: Offer Stripe, ACH, Zelle, check, or wire transfer on any invoice
• Public Invoice Link: Every invoice gets a secure shareable link — clients view and pay without logging in
• Status Tracking: Invoices move through Draft → Sent → Partially Paid → Paid automatically, or update manually
• Payment History: See all payments per invoice; edit manual entries or issue Stripe refunds directly
• Partial Payments: Record multiple payments — the balance updates automatically after each one
• Template Editor: Customize your invoice with your logo, brand colors, payment terms, and footer text
• QuickBooks Export: Export selected invoices to QuickBooks in one click
• Duplicate & Reuse: Clone any invoice instantly, or build line items from your saved products library
• PDF Download: Download or print any invoice as a PDF
• Recurring Invoices: Set invoices to repeat on a schedule and manage them from the recurring view
• Dashboard Stats: Total invoiced, outstanding balance, overdue count, and paid total at a glance

How to Use

Create an Invoice

1. Click Create Invoice
2. Select a client and set the issue and due dates
3. Add line items — description, quantity, and rate; the total calculates automatically
4. Choose which payment methods to offer (Stripe, ACH, Zelle, check, wire)
5. Click Save to store as a draft

Send an Invoice

1. Open an invoice and click Send
2. Add recipients — contacts auto-suggest as you type (To, CC, BCC)
3. Optionally edit the subject and add a personal note
4. Click Send Invoice — your client receives an email with a "View & Pay Invoice" button

Record a Payment

1. Click Record Payment on any sent invoice
2. Enter the amount, payment method, and date; save
3. The balance updates automatically — status changes to Paid when settled in full

View Payments & Issue Refunds

1. Click Payments on any invoice to open the payment history
2. Edit manual entries or delete them as needed
3. For Stripe payments, click Refund, enter the amount and reason, and confirm

Customize Your Invoice Design

1. Click Template Editor in the toolbar
2. Upload your logo, set your brand colors, and fill in your company details
3. Add payment terms and a footer note; save — all invoices update immediately

Tips

• Drafts are invisible to clients — finalize before sending
• Use Duplicate from the row menu to clone an invoice and avoid re-entering line items
• Select multiple invoices to batch-send emails, export to QuickBooks, or delete at once
• Use Mark as Sent or Mark as Draft from the row menu to adjust status manually
• The Overdue stat turns red when invoices are past due — click it to filter the list
• Only draft or cancelled invoices can be permanently deleted