DocsInvoicing
Invoicing
Create invoices, send them by email or WhatsApp, get paid online or by bank transfer or UPI, and send payment reminders.
Before your first invoice
- To take card payments, connect Stripe or Razorpay in Settings → Payment Gateway.
- Open Finance → Invoices and go to Invoice Settings. Add your bank details and UPI ID so they print on your invoices, and set late fees if you use them.
- Set your payment reminder rules in Finance → Finance Settings.
Create and send an invoice
- Go to Finance → Invoices and create a new invoice.
- Pick the client, add line items, and set any discount, tax and due date.
- Choose how the client pays: online (a Stripe or Razorpay pay link), or offline by bank transfer, UPI, cash or cheque.
- Send it by email or WhatsApp, or download the PDF and print it.
Track payments
Status: each invoice shows Draft, Sent, Viewed, Partially paid, Paid, Overdue or Cancelled.
Online payments through the pay link mark the invoice as paid for you. Record offline payments yourself.
Reminders go out before and after the due date, following your rules in Finance Settings.
Finance → Payments, Transactions and Clients show what has come in and who still owes you.
Repeat billing, quotes and proposals
- An invoice is a one-time bill. For billing that repeats every week, month or year, use Finance → Subscriptions.
- Before the invoice, send a price with Finance → AI Quote or a full Proposal.