Invoicing



Overview

First, to invoice customers you will first need to create a client and connect your workplace to your Stripe account.

If you are invoicing a client as an "external" client. They will just click a link in their email for them to pay the invoice. If they are an internal client they will still recieve the an email to pay the invoice, however then may also pay their invoice in your app

When creating an invoice when you're ready to notify the client and accept payment just select "notify client" when you save an invoice with this option is checked the client will get an email with a link for them to pay the invoice. You can always send an email or SMS reminder at anytime.


Settings

Settings > Feature Options > Invoice Options

When invoicing with Thriveific there are two ways about going about taxes and tax rates.

Option 1: Set your global tax rate.

Option 2: Set invoice specific tax rate. With this option, you can set the tax rate on a per invoice basics.


Invoicing Process

  1. Create an invoice - Draft
  2. Notify the client - Unpaid (Email Sent)
  3. The client pays the invoice - Paid