Create and send an Invoice
Pick the Client, review the Billable Items already waiting, and create the draft. Finalize & send is a separate, deliberate act.
Before you start
Stripe issues Invoices and Pippin’s books record them. Everything below follows from that: the Invoice is created in Stripe, sent by Stripe, and paid through Stripe, and the ledger mirrors each step.
Creating an Invoice always makes a draft first. Nothing reaches your Client until you finalize it — which is a separate act, from the list, on purpose. A draft is the last place a wrong amount is free to fix.
A Client’s open Billable Items are already selected on a new Invoice. Everything logged as billable this month is there without anybody assembling it. See What a Billable Item is.
A Client needs an email address. Stripe sends the Invoice to it, so there is no way to issue one without.
Steps
- Open Sales › Invoices and choose New invoice, or press ⌘K and type “new invoice”.
- Choose the Client. Their open Billable Items appear, already ticked.
- Untick anything that should wait for next month — it stays waiting.
- Add any further lines from Services.
- Set Due (days). It is 30 unless you change it, and it is per Invoice rather than an Org-wide default, because one job on different terms is ordinary.
- Add a PO number if the Client needs one on the document.
- Create. It is now a draft in Stripe.
- From the list, choose Finalize & send. Stripe issues it and emails the Client.
- Press ⌘N in Invoices.
- Choose the Client, set the terms, and add a PO if there is one. Open Billable Items are pre-selected.
- Create the draft, then Finalize & send from the list.
- Tap + in the Invoices toolbar.
- Choose the Client and review the pre-selected Billable Items.
- Create, then finalize when you are happy with it.
- Open the Invoices tab and tap +.
- Choose the Client and review what is already ticked.
- Create, then Finalize & send.
Good to know
A draft Invoice has no number and owes nothing. Stripe numbers it at the moment you finalize, which is also the moment it becomes something your books record and your Client can pay.
An Invoice sent in error is voided. One that will never be paid is written off, and the two say different things about your books — see Void or write off an Invoice.