How do I send an invoice and take card payment?

Steps

1. 1.Open Settings, choose Integrations, and connect Stripe.
2. 2.Open Invoices. Use "Send invoices" to build invoices from completed work that has not been invoiced, filtered by period and client.
3. 3.For work with no booking, use "New invoice": pick the client, add lines with a description, quantity and price, then click "Create invoice".
4. 4.Email the invoice from the app. The email carries your logo, the PDF, a Pay now button and your bank transfer details.
5. 5.The client pays by card or Apple Pay on the payment page. They get a receipt, and anyone who manages bookings gets a bell.
6. 6.For a bank transfer, open the invoice actions menu and choose "Mark as paid".

Good to know

• Clients can also pay from the Invoices page in their portal.
• Payment terms set the due date on new invoices. The default is 14 days.
• Bank details set in Settings print on the invoice, the PDF and the email.
• A paid invoice unlocks any gallery that was waiting on it.

What it does not do

• Card payments work only in countries Stripe supports. Elsewhere, invoices and bank transfers still work.
• Sent invoices are locked from edits, and cannot be deleted. Void one instead.

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