What this guide covers
The Invoices workspace keeps drafting, delivery, payment status, and the resulting cashbook income in one traceable flow.
1. Choose or create the customer
When creating an invoice, select an existing customer or add a new one with a clear name and valid email address. Reusing customer records avoids retyping details and reduces delivery mistakes.
Open Invoices2. Review the invoice before sending
Check the service description, amount, due date, customer email, and invoice appearance. A draft can still be corrected; a sent invoice should preserve what the customer received.
Create an invoice3. Send and monitor payment
Send the invoice through Stripe when you need an online payment link. Use the invoice detail view to refresh its status, resend it when appropriate, and distinguish drafts, sent invoices, paid invoices, and overdue work.
Read the invoice workflow4. Record payments received another way
If the client pays outside Stripe, use Mark paid only after confirming the money was received. Then check that the paid income appears once in Activity and has not also been imported as a duplicate bank row.
Review ActivityBefore you move on
- Customer details and delivery email are correct
- Invoice description, amount, and due date were reviewed
- Payment status matches the money actually received
- Paid income appears once 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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