Invoices & Payments

Short: Create invoices from jobs or manually; record payments and use Stripe for online payments.

Creating Invoices

From completed job (recommended)

1. Open completed job.
2. Click Convert to Invoice.
3. Adjust line items and due date; save and send.

Manual

1. Invoices → New Invoice → select client → add items → save/send.

Sending Invoices

1. Open invoice → Click Send Invoice → Email or download PDF → Preview → Send.
2. Track status: Draft → Sent → Viewed → Paid → Overdue.

Payment link requires Stripe.

Recording Payments

Location: Payments → Record Payment

Steps

1. Click Record Payment.
2. Select invoice, enter amount, date, method, reference number, notes.
3. Save: invoice balance updates automatically.

Stripe Online Payments

Setup

• Settings → Stripe → Complete onboarding.

Flow

• Generate payment link → client pays → payment auto-recorded.

Fees

• Stripe standard fees (e.g., ~2.9% + $0.30 — check Stripe for current fees).

Updated on: 11/01/2026