Payments & Invoices
Log payments, generate and send professional invoices, and manage the shopping list for each client.
Video coming soon
A walkthrough video will be added here
Step-by-Step Guide
- 1
On a client's profile, scroll to the Payments section. Here you can see the total cost, total paid, and remaining balance at a glance.
- 2
Tap the + button to log a new payment. Enter the amount, select the payment method (Cash, Card, Bank Transfer, PayPal, etc.), and add an optional note. Tap Save.
- 3
Each payment is listed with the date, amount, and method. The balance updates automatically.
- 4
To generate an invoice, tap the Generate Invoice button in the Payments section. The invoice is pre-filled with the client's details, your business information, and any charges you've logged.
- 5
Review the invoice preview, then choose to send it via Email or SMS. You can also download it as a PDF.
- 6
Sent invoices are tracked with statuses: Sent, Viewed, and Paid. You'll see the current status in the invoice list.
- 7
The Shopping List section (below Payments) lets you track items needed for the client — thread, buttons, fabric, etc. Tap + to add an item, then tap the checkbox to mark it as purchased.
- 8
To set up your payment details (bank name, sort code, account number, PayPal) for invoices, go to Profile → Payment Details.