If you want to send invoices directly to your clients, you can do it easily within the Payments section of FEA Create. Here's how:
Step 1: Check Your Payment Integration
Before you start, make sure your Stripe account is connected.
Go to Payments, then Integrations
Make sure Stripe is connected so your clients can pay you directly from the invoice
Step 2: Go to Invoices
Head to Payments, then Invoices and Estimates, and click on All Invoices. This is where you can see all your past invoices and create new ones.
Step 3: Create a New Invoice
Click on + New Invoice. You can either use a template you've already set up or start from scratch.
Step 4: Add Basic Details
Start by filling in the key information:
Your business information
Select a customer (make sure the customer is already added to your contacts)
Invoice number (you can choose your own number)
Issue date and Due date
Step 5: Add the Product or Service
Include what you're charging for by selecting a product or service. Make sure you've added the product in the Products area first.
Step 6: Optional Additions
You can also:
Charge late fees
Add an attachment (like a signed agreement or document related to the invoice)
Allow tipping
Include your terms and conditions
Step 7: Save and Send
Once you're happy with the invoice:
Click Save
You can Send it directly by email
Or Copy the link and send it another way
You can also Mark as Sent if you’re tracking it manually
Step 8: Managing Invoices
After sending, you can see when it’s been viewed or paid. The status will update to "Paid" once the payment is complete. You can also:
Download the invoice
Delete it
Copy it
That’s it! You’ve created and sent an invoice using FEA Create. This makes it easy to manage payments for your business.