Sending Invoices: Manual vs. Stripe Integration

Sending Invoices Manually

By default, invoices are sent manually. When you use this method:

• No Stripe Link: The invoice does not include a payment link for Stripe.
• Payment Tracking: Payment status is not automatically updated in Invoice Central after payment. You will need to manually update the status once the payment is received.

Sending Invoices with Stripe Integration

If you prefer to automate invoice payments, you can set up Stripe integration. This option allows for a more streamlined payment process. To enable Stripe integration:

1. Setup Stripe Integration:
   • Configure Stripe in the system settings under System Configurations.
   • Click Connect Stripe if Stripe is not already connected.
     
   • After successful authentication, the system will display Stripe Connected.
   • Add the Stripe Secret Key to enable external integrations.
   • This allows automatic payment links in Stripe invoices.
   • Once connected, payment links will be automatically included in invoices sent via Stripe.

2. Sending Invoices with Stripe:
   • Stripe Payment Link: The invoice sent will include a Stripe payment link. Recipients can pay directly through this link.
   • Automatic Payment Tracking: The invoice status in Invoice Central will be updated automatically based on the payment status from Stripe.

How It Works

1. Invoice Creation:

   • Create your invoice using the provided templates.

2. Choose Sending Method:

   • Manual: Send the invoice manually without a payment link.
   • Stripe: Select the Stripe integration option to include a payment link in the invoice

3. Save Draft and Send:

   • Send: Dispatch the invoice via email.
   • Save as Draft: Save the invoice without sending (editable later) .

4. Payment and Status Update:

   • Manual: Monitor payments manually and update the status in Invoice Central as needed.
   • Stripe: Payment status is updated automatically in Invoice Central when using Stripe.