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
Auto-charge a client's saved card on a schedule — an optional deposit now, then a recurring amount until the plan ends.
Issue a refund
Full or partial refunds through Stripe or manually. Refund reasons are tracked for your records.
Save a client's card on file
Send a secure link so a client can save a card — the prerequisite for auto-charge payment plans.

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