How It Works
- Connect Stripe to your workspace
- Create invoices for clients
- Clients receive payment link
- Payment processed via Stripe
- Funds deposited to your account
Invoice Types
One-Time Invoice
- Single payment
- For projects, services
- No recurring
Recurring Invoice (Subscription)
- Automatic billing
- Monthly, yearly, weekly
- Ongoing services
Invoice Flow
Invoice Status
| Status | Meaning |
|---|---|
| Open | Awaiting payment |
| Paid | Payment received |
| Refunded | Payment returned |
Requirements
- Stripe connected
- Client in CRM
- Valid email for client
Tips
- Clear service descriptions
- Timely invoicing
- Follow up on open invoices
- Keep records