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Send an invoice and get paid

On Invoices, create the invoice, then choose Send and get paid. Your customer gets an email with a PDF and, if Stripe is connected, a link to pay by card or bank.

Steps

1. Open Invoices and create a new invoice for a customer (add them on Customers & vendors first if they are new).
2. Add lines from Products & services or type them in. Sales tax is added when the customer and items call for it.
3. Choose Send and get paid. Columnwell emails the invoice with its PDF.
4. To let customers pay online, connect Stripe in Settings first; payment links are then added on their own.

Good to know

• Online payments are recorded automatically. Use Record a check or cash payment only for money received some other way.
• Overdue reminders are drafted for you to approve before anything is sent, unless you turn on sending without asking.
• Monthly invoices can be set up under Recurring invoices; Columnwell drafts each one for you to send.