Sending Invoices & Managing Subscriptions
Once Stripe is connected, you can send invoices and create recurring subscriptions directly from client profiles.
Creating an Invoice
- Open a client's profile
- Go to the Billing tab
- Click Create Invoice
- Fill in the details:
- Description — What the invoice is for
- Amount — Dollar amount
- Due date — When payment is expected
- Click Send Invoice
The client receives an email with a secure payment link. They can pay directly with a credit card.
Recurring Subscriptions
For clients with regular service schedules:
- Open the client's Billing tab
- Click Create Subscription
- Set the recurring amount and billing interval (monthly, weekly, etc.)
- The client is automatically charged on schedule
This works great for recurring lawn care plans, monthly lesson packages for dance or music students, weekly tutoring sessions, or ongoing consulting retainers.
Marking Invoices as Paid
If a client pays outside of Stripe (cash, check, etc.):
- Find the invoice in the Billing tab
- Click Mark as Paid
- Add a note about the payment method
- The invoice status updates to "Paid"
Invoice Statuses
| Status | Meaning |
|---|---|
| Draft | Invoice created but not yet sent |
| Sent | Invoice emailed to the client |
| Paid | Payment received |
| Past Due | Payment deadline has passed |
| Cancelled | Invoice voided |
Viewing Payment History
The Billing tab shows a complete history of all invoices and payments for each client, including:
- Invoice date and amount
- Payment status and date
- Stripe transaction ID
- Subscription billing cycle
Tips
- Set up subscriptions for recurring clients — Automates billing and reduces admin work
- Send invoices promptly — Clients are more likely to pay quickly when the work is fresh
- Use descriptive line items — Clear descriptions prevent client confusion