Create and send an invoice

An invoice tells the customer how much they owe and gives them a button to pay by card. When they pay, the money arrives in your Stripe. You need Stripe connected first: see Connect your own Stripe to get paid.

Create and send an invoice

1. 1Click Payments › Invoices & Estimates.
2. 2Click Create Invoice.
3. 3Pick the customer (or create them right there).
4. 4Click Add Item and pick a product, or type a new one with its price. See Products, prices, taxes and coupons.
5. 5Set the due date.
6. 6Check the total. If it applies, add a tax or a coupon.
7. 7Click Send and choose how: email, SMS or WhatsApp.

WhatsApp is only on the plans that include it, and outside the 24-hour window approved templates are used.

See whether it's been paid

In the invoice list you see each one's status: draft, sent, paid or overdue. When the customer pays, the invoice turns to paid by itself and reminders stop.

Invoices that repeat

For something you charge every month:

1. 1Create the invoice as usual.
2. 2Turn on the repeat option and choose the frequency and when it ends.
3. 3Save. Each time, it will be created and sent by itself.

Payment reminders

If an invoice isn't paid, the customer gets friendly reminders. See Pending payments and payment reminders.

If something goes wrong

• You can't send the invoice: check that your Stripe is connected and the customer has a mobile number or email.
• The customer doesn't see the pay button: make sure the invoice isn't still a draft.
• You got the amount wrong: if it hasn't been paid, void it and create another.

Write to us at support@neuroaistudio.com.