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Invoice statuses explained
Every invoice carries a status that tells you where it stands, from an editable draft all the way to paid.
Invoices
Turn on auto-pay for recurring invoices
Let clients enroll in auto-pay so recurring invoices charge automatically off-session through Stripe, with no reminder or manual step.
Automation
Invoices
Recurring
How to create a recurring invoice
Set up an invoice that repeats on a schedule so retainers and subscriptions bill themselves, and forecast next month before it happens.
Automation
Invoices
Recurring
How to create an invoice
Build an invoice from line items, pick the client, and send it to the portal where they can pay online in a few clicks.
Billing
Invoices
Convert an approved estimate
Turn an approved estimate into an invoice to bill, a project to start work, or checklist goals from its line items.
Estimates
Invoices
Projects
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