Run your business
Invoices
Create professional invoices, send them by email with a pay-online link, record payments, and bill regular customers automatically with recurring invoices.
Invoices let you bill a customer for custom work, deposits or anything that isn't a fixed product in your store. Your customer gets an email with a link to view the invoice, download it as a PDF and pay online.
Invoices are part of the Pro and Business plans.
#Create and send an invoice
Open Invoices
Click Invoices in the sidebar, then New invoice.
Add the customer
Under Bill to, enter the customer's name and email. Phone and address are optional.
Add what you're charging for
Under Items, add a line for each thing: a Description, the Qty and the Price. The total adds up as you type.
Add tax or a discount (optional)
Under Tax & discount, add a tax line like VAT 20%, or a discount amount.
Set the dates and notes
Choose the issue date and due date. Add Notes for the customer and Terms / payment instructions, such as your bank details.
Save or send
Click Save draft to finish it later, or Save & send to email it to your customer right away.
Invoices are numbered automatically, like INV-0001, INV-0002 and so on.
#How your customer pays
Your customer's email links to a page with the invoice. From there they can:
- Pay online by card, if you've connected Stripe. See Stripe & PayPal.
- Download PDF to keep or print.
To accept card payments on invoices, connect Stripe first. Without it, customers can still see and download the invoice and pay you another way.
#Track your invoices
At the top of the Invoices page you see how much is Outstanding and how much you've Collected. Filter the list by status:
| Status | Meaning |
|---|---|
| Draft | Not sent yet. Only you can see it. |
| Sent | Emailed to the customer and waiting for payment. |
| Overdue | The due date has passed and it isn't fully paid. |
| Partially paid | Part of the total has been paid. |
| Paid | Paid in full. |
| Void | Cancelled. It no longer counts as money owed. |
Each invoice in the list has quick actions:
- View public invoice: see what your customer sees.
- Edit a draft.
- Finalize & send a draft, or Re-send a sent invoice.
- Record payment: when a customer pays you in cash, by bank transfer or by card in person, record the amount and method. The invoice updates to Partially paid or Paid.
- Void: cancel an invoice. This can't be undone.
#Automatic reminders
You don't have to chase late payments. When an invoice passes its due date, InMinutes marks it Overdue and emails your customer a friendly reminder, repeating every few days until it's paid or voided.
#Recurring invoices
For customers you bill regularly, like a monthly retainer or a membership, set up a recurring invoice once and InMinutes sends it for you.
- On the Invoices page, click Recurring.
- Enter the customer's name and email, the items, and any discount.
- Choose the Frequency: Weekly, Every 2 weeks, Monthly, Quarterly or Yearly.
- Set the date of the First invoice and how many days customers have to pay (Due in (days)).
Each new invoice is created and emailed automatically on schedule.
#Related
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