💰Finances (Invoices & payments)
Everything about getting paid lives in Invoices. Open Invoices →
Finances overview (invoice list + filters) — the list, tabs, and row actions.
How invoices are created — invoices come from completed work; here's when they go out and what the email looks like.
Billing modes — invoice on completion, on a schedule, or offline/check.
Pre-pay invoicing — collect up front, cover a season.
Invoice statuses — Paid, Unpaid, Overdue, Void.
How customers pay an invoice — Apple Pay / Google Pay, the Pay button, Stripe's checkout page, Link, and bank payments.
Mark an invoice as paid — for check/cash payments.
Remind / resend an invoice — send the invoice link again.
Customer email preferences and invoice delivery — billing, marketing, and service emails; the Delivery box on an invoice; sending a copy a customer asked for.
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