Skip to main content
DocsInvoicing

Invoicing & Payments

Create professional invoices, accept payments online, and manage clients — all from your dashboard.

Features

Invoice builder — Line items, tax, discounts, and custom branding
Payment links — One-click payment via Stripe or Razorpay
Recurring invoices — Set up subscription billing
Client management — Track client payment history and balances
Auto reminders — Send payment reminders via WhatsApp or email
PDF export — Download invoices as professional PDFs

Setup

  1. Go to Finance → Settings
  2. Configure your business details (name, address, tax ID)
  3. Connect a payment provider (Stripe or Razorpay)
  4. Set default currency and tax rates
  5. Create your first invoice from Finance → Invoices → Create