Sending Invoices and Recording Payments

Once you've created an invoice, you can send it directly to your client and track payments.

Send an invoice

1. Open the invoice you want to send.
2. Click Send.
3. Review the recipient email address.
4. Optionally, add a personal message.
5. Click Send Invoice.

The client receives an email with a link to view and download the invoice as a PDF.

Invoice statuses

• Draft — Not yet sent. You can edit freely.
• Sent — Delivered to the client. Locked for editing.
• Viewed — The client has opened the invoice (tracked via the view link).
• Paid — Full payment has been recorded.
• Partially Paid — Some payment received, balance remaining.
• Overdue — Past the due date with outstanding balance.
• Void — Canceled. A voided invoice cannot be un-voided.

Record a payment

1. Open the invoice.
2. Click Record Payment.
3. Enter the amount, date, and payment method (bank transfer, check, etc.).
4. Click Save.

If the payment covers the full balance, the invoice moves to Paid status automatically.

Online payments with Stripe

If you've set up Stripe Connect, clients can pay invoices online directly from the invoice link. Payments are recorded automatically.

Resend an invoice

1. Open the invoice.
2. Click Resend from the actions menu.
3. The client receives another email with the invoice link.

Void an invoice

If an invoice was sent in error:

1. Open the invoice.
2. Click Void from the actions menu.
3. Confirm the action.

Voided invoices remain in your records for audit purposes but are excluded from revenue calculations.