Invoicing & payments

Create invoices, set up payment plans, issue refunds, and track revenue.

Create an invoice
Build an invoice with line items, taxes, and a due date. Save as draft or send immediately.
Invoice statuses explained
Draft, sent, paid, overdue, cancelled. What triggers each, and what to do about it.
Send an invoice
Email the invoice to your client with a secure payment link. Or copy the link and send it yourself.
Create a payment plan
Split one fee into multiple installments, each a real invoice with its own due date.
Issue a refund
Full or partial refunds through Stripe or manually. Refund reasons are tracked for your records.

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