Invoices & Billing
Sending, Voiding and Downloading an Invoice
The actions on an invoice and what each one does on Stripe and QuickBooks.
Everything you can do with an issued invoice lives in its detail.
Send to client
E-mails the invoice to the client with the PDF attached. When the invoice has a Stripe payment page, the e-mail is Stripe's own, with the pay button; otherwise CleanTrack360 sends it. The detail shows E-mail: Sent with the date.
Preview or download the PDF
Preview PDF opens the document inline; Download PDF saves it. The PDF carries your document logo and colours, Bill to and From, the services table, totals and balance due, in the company's document language.
Collect with Stripe and Send to QuickBooks
Each appears when the invoice has not reached that output yet. Collect with Stripe creates the payment page; Send to QuickBooks writes the invoice to your books. "Where it went" shows the result.
Void
Click Void and confirm. The invoice is marked void here and on Stripe, so its payment page stops working. QuickBooks keeps its copy for the books.