How to Create Invoices, User Permissions, and Rich Text Formatting for Notes

Invoicing is an essential aspect of business operations as it enables you to monitor expenses and ensures you receive payment for your services.

The system allows you to send invoices to your customers/clients using the products you've created in your sub-account.

NOTE: If you are not using Stripe Connect, you can refer to the guide on how to use invoices for manually recording payments. However, please note that a limitation of using invoices without Stripe Connect is that the user will need to manually record the payments themselves.

Define User Permissions for Payment and Invoices

Business admins can manage user permissions for business users. By disabling specific permissions, they can restrict access to certain features for those users. For instance, in the case of invoicing, admins can control which users can see the Invoices tab under the payment menu. This permission management functionality is also available in mobile apps.

Go to settings > Staff and select the user. 

In Team Management, click on “User Permissions”.

Scroll down to “Invoicing” to toggle on.

How to Create a New Invoice

Go to the Sub account > Payments and click on “Invoices”. Head over to the “New” button and create a new invoice. 

Click on the gear icon to add Global terms of services.

Editing Invoice Information

To update the "from info," simply click on the text and you'll be able to edit the information.

Change the logo by clicking “Select a File”. This will open the media library where you can choose or upload a new image.

Edit the details by clicking the area.

• Add a client

• Invoice number

• Issue Date

• Due Date

Click “Add an Item” to add products. Once added, you can edit the price and quantity.

Adding Notes/Terms

Add notes/terms at the bottom of the page.

You may also add Global invoice title/terms in the settings. Go back to the Invoices tab and click on the gear icon.

Adding Taxes to Your Invoice

Click on “Tax Settings”.

Click on “Create Tax” or “Add Tax”.

Add the name of the Tax, add in rate in percentage, and add a description or tax ID number.

Adding Discount to an Invoice

Add a discount to this invoice by clicking on the "add discount" icon.

How to Send an Invoice

After creating the invoice, you can easily send it to your client by clicking the blue button located in the top right corner.

Send your invoice by clicking the send button in the top right corner. You also have the option to review the invoice and switch it to live or test mode, preview, or record the invoice.

Additionally, you can easily access information regarding successful or failed transactions associated with invoices. You also have the option to directly open the invoices for further details. Go to Payments and head on to the “Transactions” Tab.