Invoices and payments overview

Invoices are the way you offer services to a client and collect or record payments. There are several things invoices can do:

• Collect card or bank payments from a client
• Record payments made outside of the platform (e.g., Venmo or check)
• Create deliverables to track hours or services provided
• Remind the client to pay in installments

Parts of an invoice

#1: Recipient (Client or Contact)

This field will default to the client or contact you are viewing, but must be selected if you created one from the Invoices page.

#2: Invoice Number

This number will auto-increment, starting at 1. If you want to use a custom number, enter it here. The next invoice will resume counting from the new number.

#3: Items

Add packages and services to the invoice, adjusting prices and quantities (if you have permission). The total appears at the bottom. Services linked here will create Deliverables for the client. There is an article that covers deliverables in more detail.

#4: Deposit

This is the minimum amount that the recipient will need to pay to accept or approve the invoice. If no deposit is entered and the invoice is not due yet, the recipient can approve the invoice without paying, which means they agree to pay and accept the pricing.

#5: Send Now or Later

To create a draft, select "Keep as a Draft". When you are ready to send, select "Send Now". Sending will notify the client of the new invoice with an email.

#6: Due Date

This is the date that the entire amount will be due. Clients will get an email reminder 3 days before the invoice is due. If you select Upon Receipt, the recipient will be asked to pay the full amount now. For birth clients, selecting At 36 Weeks will calculate the due date from their expected delivery date. To use this, the client needs to have a Due Date field set in the client journey.

#7: Installments

If you want to break payments into even amounts over a period of time, you can use this field in conjunction with a future Due selection. The time until due is divided evenly into the number of periods you select for installments, and the invoice amount is also divided evenly. If deposit is selected

Example: Invoice of $800 sent on 3/15, due in 2 Months over 4 Installments and a $200 Deposit would produce the following schedule:

• 03/15: $200 (deposit)
• 04/01: $150 (installment 1)
• 04/15: $150 (installment 2)
• 05/01: $150 (installment 3)
• 05/15: $150 (installment 4)

#8: Invoice Note

This note will be sent to the client in the email notifying them of the new invoice/

#9: Templates

You can create and manage templated notes, or search and re-use previously entered invoice notes.

#10: Send Yourself a Copy

Check this box to email yourself a copy of the invoice.