Invoicing

Create, send, and track professional invoices with online payment collection and full payment history.

Key Features

• Invoice Creation: Build invoices with line items, quantities, rates, and tax rates that calculate totals automatically
• Online Payments: Accept credit card payments via Stripe with a secure checkout link sent directly in your invoice email
• Multiple Payment Methods: Enable Stripe, ACH, Zelle, check, or wire transfer on any invoice
• Public Invoice Link: Every invoice gets a secure shareable link (inv.air4.link) customers can open to view and pay
• Viewed Tracking: Know when a client opens their invoice — the status updates to Viewed automatically
• Payment History: View all payments per invoice, edit manual entries, and delete records as needed
• Payment Tracking: Record manual payments and track partial payments — the balance updates automatically
• Refunds: Issue full or partial Stripe refunds directly from the invoice, with reason tracking
• Status Management: Invoices move through Draft → Sent → Viewed → Partially Paid → Paid automatically, or update manually
• Duplicate Invoices: Copy any invoice instantly to create a similar one without re-entering details
• PDF Download: Download any invoice as a PDF for your records or offline sharing
• Recurring Invoices: Set up invoices to repeat on a schedule and manage them from the recurring view
• Products Library: Save line items as reusable products to speed up invoice creation
• Currency Support: Issue invoices in USD, EUR, GBP, CAD, or AUD
• Dashboard Stats: See total revenue, outstanding balance, overdue count, and paid invoice count at a glance

How to Use

Create an Invoice

1. Click Create Invoice from the Invoicing page
2. Select a client and set the issue and due dates
3. Add line items — enter a description, quantity, and rate; the amount calculates automatically
4. Set a tax rate if applicable; the subtotal, tax, and total update in real time
5. Choose which payment methods to offer (Stripe, ACH, Zelle, check, wire)
6. Click Save to save as a draft

Send an Invoice

1. Open an invoice and click Send
2. Search for recipients by name or email — contacts auto-suggest as you type (To, CC, BCC)
3. Choose an email template: Standard Invoice, Payment Reminder, Overdue Notice, or Custom Message
4. Optionally edit the subject and add a personal message
5. Click Send Invoice — the customer receives an email with a "View & Pay Invoice" button

Record a Payment

1. Click Record Payment on any sent invoice
2. Enter the amount, payment method, and date
3. Save — the balance due updates and the status changes to Paid when fully settled

View Payment History & Refunds

1. Click View Payments on any invoice to see all recorded payments
2. Edit manual payment details or delete entries as needed
3. For Stripe payments, click Refund to issue a full or partial refund and select a reason

Copy the Public Link

1. Click Copy Link on any invoice
2. Share the link with your client — they can view the invoice and pay online without logging in

Tips

• Set invoices to Draft while building them; clients cannot see them until sent
• Use Duplicate from the row menu to clone an existing invoice and save re-entry time
• The Overdue stat card highlights when invoices have passed their due date unpaid
• Select multiple invoices to batch delete or mark as sent at once
• Use Mark as Sent or Mark as Draft from the row actions to manually adjust status
• Filter by status or year to quickly find what you need in large lists
• Partial payments are supported — record multiple payments and the balance tracks automatically
• Only draft or cancelled invoices can be permanently deleted