Send an invoice

Invoices live in the Payment Center. An invoice moves through a fixed set of states, and each state tells you something different about where the money is.

The states

• Draft — being written, not visible to the customer.
• Sent — emailed, with a link to view it.
• Opened — the customer has looked at it. Useful before chasing.
• Pending — payment started but not settled, e.g. a bank transfer in flight.
• Paid — settled.
• Failed — a card was declined or a transfer bounced.
• Cancelled — withdrawn. A sent invoice is cancelled, never deleted.

Payment methods

Choose per invoice: Stripe card payment, a PDF the customer pays however they like, bank transfer, or manual — where you record a payment received outside the system. Bank transfers are reconciled by marking the invoice paid, which also records the amount in the payments ledger.

Payment links

For anything that is not a formal invoice — a deposit, a one-off, a deposit on a quote — a payment link is faster. Set an amount or leave it open, send the link, and the payment lands against your account without an invoice number being consumed.