How to Send an e-Invoice

Overview

Invoices can be sent electronically to clients for online payment.

Clients receive:
• A secure payment link
• Online payment access through Stripe
• Automatic payment confirmation once completed


Steps to Send an E-Invoice

  1. Open the Billing module

  2. Select the invoice

  3. Click Send the “e-Invoice” tab

  4. Confirm the client email address

  5. Send the invoice electronically


Important Stripe Requirement

Electronic invoice payments require:
• Active Stripe integration
• Online Processing Payments setup completed


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