Product documentation
Everything between sent and paid.
Practical guides for creating professional invoices, following up automatically, accepting online payments, and keeping every client interaction clear.
Start
Set up your workspace and send a polished first invoice.
Get started with Invoice Reminder
Set up Invoice Reminder, add your business details, create an invoice, review the client email, and start following up automatically.
6 min readHow to create and send an invoice
Create a professional invoice, add client and line-item details, preview the invoice email, and send a secure hosted invoice link.
8 min readAutomate follow-up
Build a collection workflow that keeps moving after send.
Set up automatic invoice reminders
Learn how automatic invoice reminders are scheduled, how tone changes over time, and how follow-up stops after payment.
7 min readCreate recurring invoices
Create recurring invoice schedules for retainers and repeat work, then review generated invoices and reminder activity.
5 min readGet paid
Offer card checkout and understand each payment state.
Accept invoice payments with Stripe
Connect a Stripe account, complete hosted onboarding, add card checkout to invoices, and receive funds in your own Stripe balance.
9 min readUnderstand invoice payment statuses
Understand how Stripe payment events update invoices, what pending means, and how to reconcile manual and online payments.
6 min readManage
Keep client-facing documents consistent and resolve delivery issues.
Customize invoice branding and payment details
Add your business identity, logo, brand color, signature, notes, and payment instructions to professional client invoices.
6 min readTroubleshoot invoice email delivery
Diagnose invoice email delivery failures, understand saved versus sent status, and safely retry a client dispatch.
7 min readReady to use the workflow?