Send an invoice from Money, and your connected Stripe or QuickBooks account emails your client a link to pay online when it can.

Create the invoice

  1. Open the Money workstation and click New invoice.
  2. Under Client, pick the client, or Custom client for someone who isn't in your list. Check Client name and Client email.
  3. Set the Due date.
  4. Under Line items, fill in Description, Qty and Unit price. Click Add line for another item.
  5. Under Tax, choose Calculated by Stripe (or Calculated by QuickBooks), or Enter manually for a flat amount.
  6. Click Save draft to finish later. To pick it up again, open the ⋯ menu on the invoice and click Edit.

Send it

  1. Click Save & send. If both Stripe and QuickBooks are connected, pick one under Send via first.
  2. Aventide asks Send this invoice? and shows who it's going to. Click Send invoice. The invoice changes to Sent, and Stripe or QuickBooks emails it to your client. Stripe always includes a payment page. QuickBooks includes a payment link when QuickBooks Payments is on.

Save & send stays off until Stripe or QuickBooks is connected.

Share the link yourself

Open the ⋯ menu on the invoice and click Copy pay link to paste it into your own message. Click View as client to see what your client sees.

When your client pays

The invoice changes to Paid. If there's no payment link, check that online payments are on with the provider you chose. If you sent through QuickBooks with QuickBooks Payments off and your Stripe account can take payments, your client gets a Stripe payment page by email instead.