Invoices live at Invoices. From there you can create, send, and track payments.
Quick steps
- Click New invoice.
- Pick a client (connected or managed).
- Add line items. Each has a description, quantity, and unit price.
- (Optional) Apply tax using your default rate from account settings.
- Set a due date.
- Save as draft, or send.
Line items
Line items are the most flexible way to bill. Examples:
Postpartum doula visit— 1 × $150Overnight shift— 8 × $35/hrPhone consultation— 0.5 × $100/hr
You can mix flat-fee and hourly items on the same invoice.
If you frequently bill the same package (e.g., a full postpartum support package), create a package instead — more on that below.
Packages
Invoices → Packages lets you save reusable service bundles. When creating an invoice, you can pick a package and its line items pre-fill. Good for standardized offerings.
Due date
Your client sees this on the invoice. Cradled uses it to flag overdue invoices with a badge and notification.
Notes on the invoice
Freeform field at the bottom. Appears on the payment page and in the email. Use it for anything extra: payment terms, thank-yous, details about the service provided.
Save as draft vs. send
Save as draft — the invoice is saved but not emailed. You can come back later to edit and send.
Send — emails the client immediately (if they have an email on file) and locks the invoice metadata.
You can edit drafts freely. Once sent, you can still adjust some fields but changes are audited.
After sending
The invoice shows as Sent. When the client pays (via Stripe or you mark it paid manually), it moves to Paid. If the due date passes without payment, it moves to Overdue and shows a badge on the client's card.