To start, click Payments on the left menu.

This will open up the Payments section with invoices on the first page. 

Please note that in order to make products or create invoices you’ll need to have a Stripe account connected to your platform.

You can click Integrations on the top menu to check your Stripe connection status.

Great! Our Stripe connection is live.

You’ll also need to have products created that you can then add in your invoices. You can import products from Stripe or create them directly within your platform. I’ll walk you through the process of creating a new product.

Click Products on the top menu, and then click Create New Product.

This opens a new product page to add your product details.

First, let’s add a Product Name and write a Product Description.

In the next field, you’ll select your Product Type. The three available types are:

• Physical goods

• Digital goods

• A service

For our example, we’re going to select A service.

The next fields deal with your product pricing.

Set the price in the Product Price field, and then choose whether it will be a one-time charge or a recurring charge.

For this demo, we’ll select a recurring charge and then select Monthly from the Billing period dropdown that appears.

This means that the customer will be billed monthly for the service we have sold to them.

Excellent! Our product is ready, and we’ll click Create this product.

Now when we go back to our main Products view, we can see our test product listed.

To edit a created product, simply click the product from the main Products view.

Next, we’ll need to add any applicable taxes to our invoices.

Click Tax Settings on the top menu and then click Add Tax at the top right.

In the pop-up that appears, enter the fields and then click Add Tax.

And now you can see your new tax listed in the main Tax Settings view.

Awesome! We have a product and a tax set up. Now, it’s time to create an invoice!

Click Invoices on the top menu, and then click New at the top right.

This opens the invoice builder.

You can add a logo image in the top left and edit your company’s information in the top right.

Next, we’ll need to choose who to send the invoice to.

Click Add a client under the Billed to heading, which opens a list of your existing contacts. You can either select a client from this list or create a new client.

We’re going to click Add new client to create a new customer.

This opens a pop-up to enter your new client’s details.

After creating a new client or selecting a contact from your list, you can edit any of the details that appear in the billing fields:

Next, we need to add a product to our invoice.

Click Add an item in the Item section.

You can either click New Item to go through the product creation process or simply select a previously-created product from the dropdown list.

We’re going to select the test product we created from the list.

After you select a product, a field will open to set its price. For this example, we’ll select Cost from the selector.

And then click Save to add the product to the invoice.

Now let’s add the tax we created.

Click Add tax directly under the product you added.

All the taxes that you have created will appear here, and you can select one or more taxes that you want to add to the invoice. Then click Save to add them.

As you can see, we’ve added our GST tax and it now shows up in the invoice total. You can also add a discount to the subtotal price directly above the tax.

Scrolling down, you can add your own terms and conditions to the invoice.

After you’ve finished editing your invoice, click Save at the top right.

If you want to send the invoice immediately to your client, click Send in the top right.

In the pop-up that appears, you can select whether to send your invoice by email, text, or by both.

Lastly, click Send Invoice to send it.

And now when we go back to our main Invoices view, you can see that our invoice has been added.

To verify that an invoice has been sent, you can check your Conversations view.

Click Conversations on the left menu and the sent email or text will be clearly visible.

Your platform has a robust invoicing system and makes billing for sales and recurring charges incredibly simple.