Invoicing

Create invoices, send payment links, and track what's been paid.

Creating an invoice

Go to Invoices → New Invoice. Select a customer (or add a new one), add line items with amounts, and set the due date. Click Send to email the invoice directly to your customer with a payment link.

Payment links

Every invoice includes a secure payment link. Customers click the link to pay by credit card or debit. Payments are processed via Stripe and deposited directly to your bank account.

Recurring invoices

Available on Business Suite+ plans. When creating an invoice, enable 'Recurring' and set the frequency (weekly, monthly, etc.). The invoice is sent automatically on schedule. Great for regular maintenance contracts.

Tracking payments

Go to Invoices → All Invoices. Each invoice shows its status: Draft, Sent, Viewed, Paid, or Overdue. Overdue invoices are highlighted in red. Click any invoice to send a reminder.

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