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Managing Invoices & Payments

Your Payments dashboard contains a summary of your open and paid invoices across all engagements, customizable within a selected date range.

View a detailed log of your Invoices and related Payments, and export this data to your favorite spreadsheet tool.

Select any invoice to:

  • View details
  • Copy the payment link
  • Download the invoice PDF
  • Clone to a new invoice
  • Manually change invoice status: If you are paid through an offline method such as a check, you may need to mark a Stripe invoice as paid manually. Please navigate to the relevant invoice, click the “Actions” drop-down, and change the invoice status to paid.
  • Void or credit the invoice:  Navigate to the “Payments” tab on the left-hand navigation column. From there, scroll to “Invoices” and select which to delete. From the Invoice Detail page, select “Actions” on the right-hand side and a drop-down menu will appear to select “Change Invoice Status.

Updated on May 4, 2023

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