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Invoices

Create and manage invoices with Square payment integration.

Creating an Invoice​

  1. Go to Admin → Invoices
  2. Click New Invoice
  3. Select or create a customer
  4. Add line items
  5. Set payment terms
  6. Click Send Invoice

Invoice Fields​

Customer Information​

  • Name — Client's full name
  • Email — Where to send the invoice
  • Phone — Optional contact number
  • Address — Billing address

Line Items​

Add products or services:

FieldDescription
DescriptionItem name/description
QuantityNumber of units
PriceUnit price
AmountAuto-calculated total

Payment Terms​

  • Due Date — When payment is expected
  • Notes — Additional information
  • Memo — Internal notes (not shown to client)

Invoice Status​

StatusMeaning
DraftNot yet sent
SentEmailed to customer
ViewedCustomer opened email
PaidPayment received
OverduePast due date
CanceledVoided invoice

Payment Methods​

Invoices include a secure payment link for:

  • Credit/debit cards
  • Apple Pay
  • Google Pay

Charge Card on File​

If the customer has a saved card:

  1. Open the invoice
  2. Click Charge Card
  3. Confirm the amount
  4. Process payment

Manual Payment​

Record offline payments:

  1. Click Record Payment
  2. Enter amount and method
  3. Add notes if needed
  4. Mark as paid