Prerequisites
Before sending invoices:- Stripe must be connected (Settings → Integrations)
- Customer must exist in CRM
- Customer must have valid email
Sending an Invoice
- Open your website in the editor
- Click CRM tab
- Select the customer
- Go to Billing tab
- Click Create Invoice
Invoice Details
Service Name
What you’re charging for:Price
The amount to charge:- Enter numeric value
- Select currency (USD, EUR, etc.)
Frequency
How often to charge:- One-time: Single payment
- Monthly: Recurring monthly
- Yearly: Recurring annually
- Weekly: Recurring weekly
Sending the Invoice
- Review invoice details
- Click Send Invoice
- Customer receives email with payment link
- Invoice appears in billing history
Invoice Status
Track invoice status:- Open: Sent, awaiting payment
- Paid: Payment received
- Refunded: Payment returned
Managing Invoices
After sending:- Copy Link: Get payment URL
- Download: Save as PDF
- Refund: Return payment
Tips
- Use clear service names
- Set appropriate currency
- Choose correct frequency
- Follow up on unpaid invoices