Invoicing
Branded PDF invoices emailed straight from your website — with a secure payment page, automatic reminders, and card or bank-transfer payment.
Invoicing keeps the whole journey in one place: build the invoice, send it, and watch it move from sent to paid without copying numbers between systems. Your client gets a professional PDF attached to a branded email, plus a secure link to an online copy where they can pay by card — no account or login needed on their side.
Everything is draft-first: nothing is ever emailed until you say so, and totals, VAT and discounts are calculated for you as you build.
Image of a finished invoice PDF and the matching online payment page.
What you get
A proper address book
Contacts hold everyone you invoice — individuals or companies, with VAT numbers, billing addresses and even their logo.
- Automatic reference codes (CON-00001…) for bank reconciliation
- Company name, contact person and notes per contact
- Duplicate emails caught before they cause confusion
Flexible line items
Quantities, units (hours, days, items), per-line VAT rates — inclusive or exclusive — and percentage or fixed discounts.
- Totals, VAT and discounts computed automatically
- Custom note on the invoice for payment terms
- GBP, EUR and USD
Send now or schedule
Send immediately, or set a date and time and the invoice goes out by itself.
- PDF generated and attached automatically
- Secure link to an online copy — no client login needed
- Failed sends are retried and flagged, never lost
Automatic chasing
Overdue invoices are reminded politely on a schedule, and escalated to you if they stay unpaid.
- Reminder history kept on the invoice
- Pause chasing per invoice when you've agreed terms
- Chasing stops the moment payment lands
Get paid your way
Bank-transfer details on the invoice, an online card "Pay now" button via Stripe, or both.
- Card payments settle directly to your own Stripe account
- Card payments mark the invoice paid automatically
- Record bank transfers, cash or cheques in one click
A clear paper trail
Sequential invoice numbers (INV-0001-2026…), full status history, and payment confirmations to your client.
- Sent invoices are locked — corrections go through cancel and reissue
- Contact edits never alter invoices already sent
- A payment-received email closes the loop with your client
Image of the invoice editor with line items and the actions panel.
| Status | What it means |
|---|---|
| Draft | Being built — nothing has been sent, edit freely |
| Scheduled | Queued to send automatically at the date and time you chose |
| Sent | Emailed to your client with the PDF and payment link |
| Overdue | Past its due date — automatic reminders are now running |
| Escalated | Still unpaid after the reminder cycle — flagged for your attention |
| Paid | Payment received (card payments record this automatically) |
| Cancelled / Written off | Closed without payment — kept for your records |
Every invoice moves through a clear, predictable lifecycle.
Invoicing — common questions
Does my client need an account to view or pay?
No. The email contains the PDF and a secure private link to the online invoice. From there they can pay by card in a couple of clicks — no registration, no password.
Can I edit an invoice after sending it?
No — sent invoices are locked so your records always match what the client received. If something's wrong, cancel it and issue a corrected one; drafts can be edited freely right up until you send.
How does VAT work?
Each line item can carry its own VAT rate, either added on top or already included in the price. The VAT total is broken out on the invoice, and your client's VAT number can appear in the bill-to block.
What does automatic chasing actually send?
Once an invoice passes its due date, polite reminder emails go out on a schedule. If it remains unpaid, it's escalated so you know to step in personally. You can pause chasing on any invoice — and it stops instantly on payment.
Where do card payments go?
Straight to your own Stripe account — the money never passes through anyone else. The invoice is marked paid the moment the payment succeeds, and a confirmation email goes to your client.
How do I reconcile bank transfers?
Every contact has a reference code (CON-00001 and so on) shown on the invoice as the suggested payment reference. When the transfer lands, mark the invoice paid and note the details — chasing stops and the client gets their confirmation.
Plays well with others
Pair invoicing with Payments to offer card "Pay now" buttons, and with Members to invoice your regular customers without re-typing their details.
Explore more features: Bookings · Payments & Products · Members · AI Assistant