Issue and track invoices
Step by step to create an invoice, choose the payment gateway, and track status through to payment.
Before issuing invoices, you need to connect at least one payment gateway. Go to Invoices and click 'Connections' to configure Stripe. The connection process requires API credentials from each gateway — consult the chosen gateway's documentation to obtain them.
Create an invoice
- Open the Invoices module from the sidebar and click 'Invoices' in the navigation bar.
- Click 'New invoice'.
- Select or register the recipient client.
- Add the billed items with description and amount.
- Choose the payment gateway for this invoice.
- Set the due date.
- Click 'Issue' — the client will receive the payment link automatically.
Track status
The Invoices screen displays all charges with real-time status: pending, paid, overdue, or cancelled. You can filter by period, client, or gateway. Paid invoices are automatically reconciled in FinOps as received revenue.