Billing & Invoicing
Invoices, autopay, card payments, reminders, and getting paid faster.
Invoice statuses: Draft, Sent, Paid, Past due, Void, and Rejected. Recurring plans can draft themselves; you still choose when they go out unless an automation sends them.
Start with Send an Invoice, including Close as Paid (no email) for a prepaid draft. The invoices list search, Status, Due, Paid (payment received, not fully-paid stamp), Filters (remaining balance Has a balance), Yearly Totals, and Filtered results are explained in Filter and Share a List.
To match a payment in Stripe to its customer and invoice, see fees and net, or understand a bank payment that is still processing, read See Where Payments Went.
To give one customer a standing percent off chosen services or items, taken off every invoice drafted for them, read Give a Customer a Standing Discount.
- Send an InvoiceReview a draft, send it to the customer, and charge a saved card when autopay is on.
- See Where Payments WentMatch every online or recorded payment to its customer and invoice, with fees, net, and the Stripe reference.
- Give a Customer a Standing DiscountKeep a percent off chosen services or items on a customer, and every invoice drafted for them afterwards takes it off on its own, shown under the regular price.
- Run an Invoice CampaignSend a month's draft invoices in one batch, or remind every customer with a balance, with the full list staged for review and a pre-send checklist before anything goes out.
- Run an Autopay Setup CampaignSend every customer who is not on autopay their own link to save a card and switch on automatic payments, with the list staged for review before anything goes out.