How to get paid (payment link or manual entry)
Collect payment from your customer with a Stripe payment link, or register an offline payment (check or cash) with a payment entry - the invoice flips to paid either way.
Step-by-step
- From the unpaid invoice, set a payment link to the customer's email.
- Or copy the direct link and paste it into your own email.
- When the customer pays online, the invoice flips to paid.
- For offline payment, use create payment entry (e.g. check number).
- The payment is logged in Payments, linked to its invoice.
Full transcript
Here I'll show you how to get paid. You can send your customer a payment link, or register an offline payment yourself - either way the invoice turns paid.
From the unpaid invoice you have a few ways to collect. You can set a payment link to the customer's email. By default it uses the email from the customer you created, but you can change it to any address they gave you. Or copy the direct payment link and paste it into your own email. When the customer pays, the invoice flips to paid automatically. If they pay you offline - by bank transfer, cash or check - register it yourself with create payment entry. You record the check number, create the payment, and the invoice switches to paid in a second. The payment appears in your payments list, linked to that invoice - so you can always trace a payment back to the invoice it settled.