Send quotes and invoices, and get paid by card

Quotes and invoices are under Invoicing in the sidebar, on every plan. Your customer needs to be in your Contacts first (see Your customers in one place).

Set up card payments first

1. Open Invoicing → Payment settings.
2. Click Set up Stripe payments and follow the steps, or Connect PayPal. Money goes straight to your own account.
3. Also add your check or bank details under Bank transfer & check and click Save instructions. They're shown on invoices when card payment isn't available.

Send a quote

1. Open Invoicing → Quotes and click New quote.
2. Pick the Client. Add a line for each part of the job with Add line: description, quantity and price.
3. Set how long it's Valid until. To take a deposit, fill in Deposit on acceptance. The customer pays it by card when they sign, if card payments are set up.
4. Click Create quote, then Send next to it on the list.

Your customer can review, sign and accept it online. An accepted quote turns into an invoice on its own. You can also use Convert to invoice from the … menu.

Send an invoice

1. Open Invoicing → New invoice, or open an invoice made from a quote.
2. Check the Client, lines and Due date.
3. Click Save & send. Your customer gets the invoice by email with a secure pay link. Or click Save as draft to finish it later.

Want to text the link yourself? On a draft invoice, open the … menu and choose Mark as sent & get pay link and copy the Pay link.

Getting paid

• Card payments through the pay link mark the invoice paid on their own.
• Paid by check or cash? Open the invoice and click Record payment.
• Still waiting? Send reminder emails the customer again.