Create and send invoices

Invoices live under each client's Billing. The owner and team members with Manage billing create and send them. The client's admins see the invoices sent to them and pay from there.

Create an invoice

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   Step 1: Open the client, choose Billing, then the Invoices tab.

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   Step 2: Under New invoice, fill in the Title, an optional Description and the Due date.

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   Step 3: Add Line items. Each has a Description, a Qty and a Unit price. For time-based work, fill in Hrs each too: the price box becomes Rate / hr, and the line's amount is quantity × hours × rate. + Add line item adds another row.

   

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   Step 4: Check the total, then select Create draft.

For a client with brands, choose the brand at the top first, or All brands for one invoice covering the whole account.

Send it

Before you can send, the client needs a way to pay: card payments turned on, or a manual method such as a bank transfer, on the client's Payments tab in settings. See Get paid by card with Stripe.

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   Step 1: Select the draft in the list to open it.

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   Step 2: Check the lines and total, then select Send to client.

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Statuses

How clients pay

• By card: the email and the invoice in lmnts have Pay by card, which opens Stripe's secure payment page. Once paid, the invoice turns Paid by itself and your team is notified.
• Pay by card and the other Payment options show only while an invoice is awaiting payment, on the invoice page and on its PDF. A void or paid invoice offers neither.
• Another way, such as Zelle or a check: the instructions show under Payment options. When the money arrives, open the invoice, fill in Paid via and Date received, and select Mark as paid manually.

Client admins find their invoices under Billing, on the Invoices tab.

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Change, void or delete

• Edit a sent invoice to fix it. Changing the line items, due date or description replaces the card payment link, so the client's old link stops working. Changing only the title keeps it.
• Void cancels a sent, unpaid invoice, after you confirm. Its card link stops working, and a void invoice can't be edited, sent or marked as paid again, so voiding can't be undone. To bill for the work again, make a new invoice. If the invoice went out through a Stripe account you no longer have connected, the question says so: void it in that Stripe account too, or its emailed link can still be paid.
• Delete removes any invoice that isn't paid, after you confirm. A super admin can restore it as a draft from the Activity Log.
• Download PDF saves a copy of any sent invoice.
• On a paid invoice, change Payment received and select Save date to correct when the money came in.