Invoices
Create, send, and manage invoices for custom billing.
Invoices are for billing clients outside of standard pricing options — custom amounts, one-off projects, or any situation where you need to send a bill with specific line items.
Create an invoice
- Go to Setup → Pricing Options → Invoices or from a client's profile
- Click Create Invoice
- Add:
- Recipient — search for an existing client or enter an email
- Line items — description and amount for each item
- Due date — when payment is expected
- Notes — any instructions or context
- Click Send Invoice
The client receives an email with the invoice details and a link to pay by card.
[IMAGE TODO] Take a screenshot showing the Create Invoice form with all fields filled in: recipient, at least two line items with descriptions and amounts, a due date, and optional notes. Show the "Send Invoice" button at the bottom.
Invoice statuses
| Status | Meaning |
|---|---|
| Sent | Invoice delivered to the client |
| Viewed | Client opened the invoice email |
| Paid | Payment received |
| Overdue | Past due date without payment |
| Partial | Some payment received, balance remaining |
| Voided | Invoice canceled |
Mark as paid manually
If a client pays by cash, check, or bank transfer:
- Open the invoice
- Click Mark as paid
- Select the payment method and date
This updates the invoice status without charging their card.
[IMAGE TODO] Take a screenshot showing an open invoice with the "Mark as paid" button visible. If possible, show the dialog that appears after clicking it, where you select the payment method and date.
Viewing outstanding invoices
Go to Reporting → All Payments and filter by payment type "Invoice" to see all invoices and their statuses. You can also see invoices on individual client profiles.
Recurring invoices
For clients you bill on a regular schedule, consider creating a monthly membership pricing option instead — it handles billing automatically without you needing to send an invoice each cycle.