Creating & Sending Invoices

Creating & Sending Invoices

Send professional invoices and accept online payments through Stripe.

Creating an Invoice

Go to Money > Invoices and click Create Invoice. Select a client, add line items with descriptions and amounts, set the due date, and add any notes.

Line Items

Each invoice can have multiple line items. Drag to reorder them. You can add discounts, taxes, and custom descriptions for each item.

Sending

Click Send to email the invoice to your client. They receive a branded email with a link to view and pay online. The payment page shows your logo, brand color, and a secure Stripe checkout.

Payment Tracking

Track payments in real time. When a client pays, the invoice automatically updates to Paid and a receipt is sent. Partial payments are supported — the invoice shows the remaining balance.

AI Pricing Suggestions

When adding line items, click the AI suggestion button to get pricing recommendations based on your history. This helps you stay consistent and competitive.