Getting paid
Send invoices and payment reminders
4 min read
Invoice the finished work
Completed visits wait on the Needs invoice tab of Invoices until an invoice covers them, so nothing done goes unbilled.
- Open Invoices, then the Needs invoice tab.
- Tick the work to bill, or Select all on this page.
- Tick Email them to customers to send each invoice as it is made.
- Choose Create invoices and confirm. Invoices you didn't email wait in Ready to send.
Send one invoice
Open any invoice and choose Email invoice. The customer gets an email with a link to the invoice and, when Stripe is connected, a pay button.
Your payment terms, such as due in 15 days, are set in Settings, Payments & invoicing, on the Invoicing tab.
Partial payments
A customer can pay part of an invoice. Online payments are recorded for you. For cash or a check, open the invoice and choose Record payment. The invoice keeps the balance due until it is paid in full.
Payment reminders
Reminders are off until you turn them on. Open Settings, Communications and turn on Invoice due / overdue reminders. Customers with an overdue, unpaid invoice then get an email reminder with a link to pay. Paid invoices are never reminded.