Invoices and estimates

Create, send and collect invoices, recurring invoices and estimates.

8 articles

How to accept bank transfer only (SEPA or ACH debit) on an invoiceWhen creating or editing an invoice in Payments › Invoices & Estimates, scroll to Payment Options and pick Bank Transfer as the only way to pay; save and send. The customer no longer sees the card option and pays by bank debit through Stripe.
How to create a recurring invoice (automatic billing)In Payments › Invoices & Estimates, click New › New Recurring Invoice, choose the customer and products, and set the frequency, start date and end condition. The system then creates and sends the invoice for you every period.
How to create an estimate and turn it into an invoiceIn Payments › Invoices & Estimates › Estimates, click New, choose the customer, add the products and send it by email or text. When the customer accepts, open the estimate and click Create Invoice.
How to create and send an invoice to a customerIn Payments › Invoices & Estimates, click New › New Invoice, choose the customer, add the products and click Send. The customer gets a link by email or text to pay online.
How to customize your invoice layout (button, business fields, sections and columns)Go to Payments › Invoices & Estimates › Settings › Title, Terms and Layout › Customize Layout to change the pay button color and text, show or hide business, invoice and client details, rename sections and columns, and add up to 3 custom values. Save and every new invoice uses the layout.
How to send automatic reminders for unpaid invoicesGo to Payments › Invoices & Estimates › Settings › Reminder Settings and create one or more reminders with a name, email and SMS template, frequency (every X days before or after the due date or sent date) and a maximum number of sends, then switch them on. They only apply to invoices created after you enable them.
How to show your business tax ID and the client's tax ID on invoicesCreate a "Tax ID" custom field on contacts (Settings › Custom Fields) and a custom value with your business tax ID (Settings › Custom Values). Then go to Payments › Invoices & Estimates › Settings › Customize Layout and add both to the business and contact information.
How to split an invoice into installments or take a deposit (payment plan and partial payment)On the invoice, click Add Payment Schedule and split the total into installments by percentage or fixed amount, each with a due date. To let customers pay any amount above a minimum, turn on Partial Payments under Payments › Invoices & Estimates › Settings › Payment Settings.