Invoices, part payments and getting it into the ledger.

Section 01How to do it

1. 01

   Raise it from the job, not from a blank page

   Lines carry from the approved quote. Nothing is re-entered, so nothing drifts.

2. 02

   Attach a pay-now link

   A Stripe card payment, so settling the invoice is one tap rather than a phone call and a bank transfer somebody has to spot.

3. 03

   Record part payments as they arrive

   A partly-settled invoice shows what has landed and what is outstanding, rather than sitting as “unpaid” and misleading everybody.

4. 04

   Let chasing run

   Reminders on your own schedule until it clears, then they stop by themselves.

5. 05

   Reconcile without archaeology

   Paid status syncs to Xero, QuickBooks, Sage or FreshBooks, with the settling Stripe payment recorded against the invoice so finance is not rebuilding the story from bank statements.

Section 02What the app actually does here

• Invoices can be raised from an inspection, a quote of any kind, a remedial or from scratch
• Card payments go into your own Stripe account, not a platform wallet
• A pay-now link is attached to the invoice PDF itself
• Part payments are recorded against a payments ledger, and the invoice sits at part paid
• Payments taken by bank transfer or card machine can be recorded by hand
• An invoice can be marked sent without emailing it, for workspaces that send the PDF themselves
• Chasing runs on a grace period, a cooldown and a maximum number of reminders you set
• A default VAT rate is set once in Settings and applied to new invoices — 20% until you change it
• Payment terms are your own wording, set once and printed at the foot of every invoice
• Taking card payments is optional — connect Stripe when you want it, or invoice and reconcile by hand

Section 03What goes wrong

Every one of these has cost somebody real time. They are cheap to avoid and expensive to unwind.

Section 04Questions

Section 05Related