How it works

How invoices work
Each invoice gets its own page with a Pay button. The customer opens it from an email or text, pays by card, and the invoice flips to Paid on its own. Unpaid ones show as Due, then Overdue after the due date.

4 ways to do it

One-off for a finished job. Recurring for the same amount every week or month. Copy the link when you want to send it from your own phone or email. Text to pay when you're already chatting and just need a quick amount.

A one-off invoice

watch it first20 seconds, then follow the steps below.

New Invoice
Go to Commerce > Invoices & Estimates, click New, then New Invoice.
CommerceInvoices & Estimates2 See it on the App map
1 one-off, 2 recurring, 3 bring old invoices in from a spreadsheet.
Customer, number and dates
Pick the customer (or Add Customer). Check the invoice number, issue date and due date. Pick a layout if you've made one with your logo.
1 the customer, 2 number and dates, 3 the layout, 4 work out GST automatically.
Add the work, GST and any discount
Click Add Product to add your services (or type a new one). Add Tax for GST and Add Discount if you're giving one. Add Payment Schedule splits it into a deposit and the rest. Tick Terms and Conditions to add your terms.
1 add the work, 2 discount and GST, 3 split into instalments, 4 terms, late fees, tipping.
tipAdd GST once as a tax rate of 10%. It's then one click on every invoice after.
Send
Click Send to send it to the customer by email or text. They get a link to view and pay. Save keeps it as a draft instead.
Text with the invoiceHi {{contact.first_name}}, thanks again. Your invoice from {{location.name}} is here, you can pay by card from the link.
The {{ }} parts fill in by themselves with your business and customer details when it sends.
1 save a draft, 2 send it, 3 copy the link instead.