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Creating and Managing Invoices

Last updated Oct 25, 2026

Sending an Invoice

Create an invoice the same way as an estimate, or convert an approved estimate. Each invoice has a Pay Now link and a downloadable PDF.

Getting Paid

  • With Stripe connected, customers pay by card and other methods Stripe supports, and the money goes to the client's own Stripe account.
  • Paid another way, like cash or bank transfer? Click Mark as Paid.

Statuses

Draft, Sent, Paid, Overdue, Cancelled and Void.

Reminders

Overdue invoices get an automatic payment reminder email, repeated every 7 days until paid.

Recurring Invoices

Set an invoice to repeat weekly, monthly or yearly and it is created and sent automatically each period, which suits retainers and maintenance plans.