Invoices and payments
- Automatic invoice and estimate reminders Turn on automatic email reminders for unpaid invoices and unanswered estimates, choose which steps send, and switch them off for one invoice or one client.
- Connect Stripe to take online payments Link a Stripe account from Settings so clients can pay invoices online, and see how setup, status and disconnecting work. Only the owner can do this.
- How clients pay online What your client sees on the invoice page, how a card or bank payment lands on the invoice, and how to list other ways to pay such as checks, Venmo or Zelle.
- Issue and send an invoice Create an invoice, set its payment terms, issue it so it gets its number and due date, then email it or text the link from your own phone. See what each invoice status means.
- Record a payment Record cash, a check, Zelle, Venmo or a card you took yourself against an invoice, in full or in part, and see what you don't need to record.
- Refunds and credit notes Give money back or take money off an invoice with a credit note. See when a refund goes back through Stripe, when it's a manual refund, and why a refund never reopens an invoice.
- Void an invoice Cancel an issued invoice while keeping its number on record. An invoice with money on it can't be voided, so refund first. See when to revert it to draft or delete a draft instead.