Who this is for: Managers | Series: Invoicing and Stripe Payments — Part 2 of 2
📋 Invoicing and Stripe Payments
- Part 1: Connect Stripe and Send Your First Invoice
- Part 2: Track Payments, Partials, and Milestones — You are here
Mark an invoice as paid #
When a client pays — by card through Stripe, by check, by cash, or by bank transfer — open the invoice from the Invoices tab and tap Mark as Paid in the Actions section. This updates the invoice status to Paid and the Remaining balance in the summary header drops accordingly. The action is only available when the invoice is in Sent or Overdue status.
Add a second invoice — deposits, progress billing, and finals #
Most jobs with milestone billing need more than one invoice — a deposit to start, a progress payment mid-job, and a final balance on completion. To add a second invoice to the same job, tap + in the Invoices tab toolbar. The Add Invoice sheet opens with three sections:
- Document Type — choose what this invoice represents: Invoice, Deposit Invoice, Progress Invoice, or Final Invoice. The label appears on the PDF so the client knows which payment this is
- Amount Due — enter the amount for this specific invoice. This can be any portion of the job total — a 30% deposit, a fixed milestone amount, or the remaining balance
- Due Date — toggle on to set a payment deadline for this invoice
Tap Add. The new invoice appears in the list alongside any existing ones. The summary header updates immediately — Invoiced shows the combined total of all invoices, Paid shows what’s been received, and Remaining shows what’s still outstanding across all invoices on the job.
Reading the invoice list #
The Invoices tab shows each invoice as a row with its number, document type, client name, issue date, due date (red when past due), amount, and status badge. Status flows from Draft → Sent → Paid, or can be voided at any stage before payment.
The three-column summary header at the top — Invoiced / Paid / Remaining — gives you the whole-job payment picture without opening individual invoices. Use this to confirm the job is fully invoiced and fully paid before closing it out.
Request a review from the invoice #
Once a job is paid and complete, the invoice is a natural moment to ask for a review. Open the invoice editor and tap the actions menu in the toolbar, then tap Request Review. A review request sheet opens — choose the platform and send a message to the client.
For a more passive approach, toggle Include review QR on PDF in the Review Request section of the invoice. A QR code and clickable link are added to the invoice PDF — clients who open or print the invoice see it immediately and can scan to leave a review without any follow-up required from you.
Void or cancel an invoice #
If an invoice was sent in error or the scope changed before payment, open the invoice and tap Void Invoice from the actions menu. An alert confirms: “This invoice will be marked void and can no longer be edited.” Voided invoices remain in the list for your records but are excluded from the Invoiced and Remaining totals.
Draft invoices that haven’t been sent can be deleted outright — swipe left on the row in the invoice list.
