How do I send a customer an invoice?

An invoice is a bill you email to a customer, who pays it online. Use it for private lessons, a gear order, a party balance or anything not sold through the website.

Before you begin

• Only owners can send or change invoices. Others can view them.
• Connect your Stripe account (Settings). Without it, a test invoice is made in the Stripe sandbox, and you pay it with the test card 4242 4242 4242 4242.

Steps

1. Open Invoices and press New invoice. (From a contact's page, Send an invoice opens the same form with that contact chosen.)
2. Under who it is for, type in Find a Contact and pick the person. Or type a Name and Email for someone new; they are added to Contacts.
3. Under What It's For fill in each line: What It's For, Qty, Price ($), Counts As (Camps, classes and other; Competitions; Shirts and gear; Parties; Class packs) and, when sales tax is on, Sales Tax. Press Add a line for more.
4. Under When It's Due choose Due on receipt, In 7 days, In 14 days (the default) or In 30 days. Add a Note to the Customer (optional).
5. Read the "Emailed from ... Replies go to ..." line.
6. Press Send the invoice and confirm in the box that opens.

What you'll see

• The customer gets an email with a button to the payment page.
• The invoice appears in the list with a number and the status Waiting for payment.
• When they pay, it turns Paid, you get a notice on staff phones, and the customer is thanked by email.

Troubleshooting

There is no New invoice button. Stripe is not connected, or you are not an owner.

"email held until launch" in the list. Customer emails are held until your website is launched.

The customer cannot find the email. Open the invoice and press Email it again (up to 3 times a day).