Invoicing and getting paid

Build an invoice, send it with a payment link, and let a completed checkout mark it paid automatically.

Building an invoice

Add line items, quantities, and prices, set your terms and due date, and pick the customer and business it belongs to. A PDF is generated with your logo on it the moment you're ready to send.

Getting paid

Connect Stripe once, from settings, and every invoice you send after that carries a payment link your customer can pay by card without an account of their own. When a customer completes checkout, the invoice is marked paid and the payment is posted to your books automatically. Paid by check or wire instead? Mark it paid manually and record how it came in.

Where an invoice stands

• Draft — not sent yet, still yours to edit.
• Sent — on its way, or already in your customer's inbox.
• Viewed — your customer has opened it.
• Partially paid — some of the balance is in, some isn't.
• Paid — settled in full.
• Overdue — past its due date with a balance remaining.
• Void — canceled; the original stays on record and a reversing entry clears what it posted.

Reminders and recurring invoices

Sent and overdue invoices can go out with reminder emails on a schedule you set. Recurring invoices generate on the schedule you choose — weekly, monthly, or custom — either as a draft waiting for your review or sent automatically.

Billing customers in another currency

You can display an invoice in CAD, EUR, GBP, or MXN for a customer who expects it — your books stay in US dollars regardless. Any exchange-rate difference between when the invoice was sent and when it was paid is recorded as its own line, never folded quietly into the total.