Invoicing

For a product overview, see /features/invoicing. This guide covers creating and collecting on invoices.

Set up

1. Open Settings → Invoices. Add invoice numbering prefix and default payment terms if needed.
2. Optional: connect Stripe Connect to include card payment links on outbound invoices.
3. Confirm your company logo under Settings → Company — it appears on PDF-style invoices.

Create an invoice

1. From Invoices → New invoice, or generate from a completed job or accepted estimate.
2. Line items can come from Products or be entered manually.
3. Set due date and any notes the customer should see.

Send and track

1. Use Send on the invoice detail page to email the customer. Sends count toward your plan's monthly message allowance.
2. When Stripe is connected, the email can include a Pay now link.
3. Mark paid manually for cash/check, or let Stripe webhooks update status automatically.