What this guide covers
Invoicing is part of the record-keeping flow, not a separate admin chore.
1. Connect Stripe if you take online payments
In Account, connect Stripe before creating invoices. This lets you use payment links and receive status updates in the Invoices workspace.
See provider setup2. Create a draft in plain English
In WhatsApp, send a request such as “Invoice ABC Ltd £600 for consulting due in 14 days”. Review the draft before confirming it should be sent.
See invoice commands3. Manage the invoice in the workspace
Use Invoices to send, resend, sync, mark paid where appropriate, and see the payment status. Keep the customer, amount, and service description accurate.
Learn how invoices work4. Check paid income appears in your records
When Stripe confirms payment, SimpleTaxFlow can record the paid invoice as income. Review it in Activity as part of your regular record check.
Read the records guideBefore you move on
- Stripe is connected when online payment links are needed
- Invoice customer, amount, service, and due date are correct
- The invoice is reviewed before sending
- Paid invoice income is checked in Activity
Put the guide into practice.
Open the relevant workspace and complete the next step with this guide available in another tab.
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