Invoices
Send invoices, collect payment, and keep billing on schedule.
- Create an Invoice Add a customer, dates and line items, then save the invoice as a draft to send later.
- Send an Invoice to a Customer Email an invoice with its payment link, and re-send an updated copy after an edit.
- Collect a Card Payment Charge a customer's card yourself, or share the payment link and let the customer pay it.
- Record a Manual Payment Log cash, a check, or a bank transfer so the invoice balance and status stay right.
- Send a Payment Reminder Re-send an unpaid invoice with a live payment link, from the list or the invoice.
- Find and Manage Invoices Search the invoices list, read what each invoice shows, and act on an invoice.
- Invoice Settings Set tax, invoice numbering, defaults for new documents, and the reply-to address.
- Manage Recurring Invoices Pause, resume, edit, or cancel a billing schedule, and clear a failed charge.
- Refund a Payment on an Invoice Return a card payment to your customer in full or in part, and watch the invoice status follow.
- Set Up a Recurring Invoice Bill a customer on a repeating schedule, emailed or charged to a saved card.
- Void or Delete an Invoice Cancel an invoice the customer already has, or remove a draft that never left your account.
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