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Create an Invoice

Step-by-step guide to creating and sending your first invoice.

Your invoicing panel: https://billing.YOUR_DOMAIN.woodhead.tech

Step 1 — Add your client​

Before creating an invoice, add the client to your contacts.

  1. Click Clients in the left sidebar
  2. Click New Client
  3. Fill in:
    • Name — client's name or business name
    • Email — where the invoice will be sent
    • Address — optional, appears on the invoice
  4. Click Save

You only need to do this once per client. After that, select them from your contacts when creating invoices.

Step 2 — Create the invoice​

  1. Click Invoices in the left sidebar
  2. Click New Invoice
  3. Select the client from the dropdown (or type their name)
  4. The invoice date and due date fill in automatically — adjust if needed
  5. Under Line Items, add what you're billing for:
    • Product/Service — what you provided
    • Description — optional detail
    • Quantity — how many hours, units, etc.
    • Unit Cost — price per unit
  6. The total calculates automatically
  7. Add a note in the Terms field if needed (e.g., "Thank you for your business!")

Step 3 — Send the invoice​

  1. Click Send Email (or More Actions → Email Invoice)
  2. The email preview shows what your client will receive — it includes a link to view and pay the invoice online
  3. Click Send

Your client gets an email with a link to view the invoice. If Stripe is connected, the invoice page will show a Pay Now button.

Track invoice status​

In the Invoices list, each invoice shows its status:

StatusMeaning
DraftNot yet sent
SentSent but not paid
ViewedClient opened the invoice
PartialPartial payment received
PaidFully paid
OverduePast due date, not paid

Click any invoice to see its full history — sent time, opened time, payment received.

Send a payment reminder​

For overdue invoices:

  1. Click the invoice
  2. Click More Actions → Remind
  3. The client gets a reminder email with the same payment link

Mark an invoice as paid (for cash or check payments)​

If a client pays you outside of Stripe:

  1. Click the invoice
  2. Click Enter Payment
  3. Enter the amount and payment method (cash, check, etc.)
  4. Click Save

The invoice is marked paid in your records.

Download a PDF copy​

  1. Click the invoice
  2. Click More Actions → Download PDF

The PDF looks the same as what your client receives.