Payments and invoicing

Stage payments, raising invoices, and taking card payments through Stripe Connect.

Configurable payment stages
How to set up deposit + interim + final payment schedules on your quotes.
How stage invoicing works
Raising, sending, and marking each stage invoice paid — plus the automatic review request on the final payment.
Taking payment by bank transfer (BACS)
How to include your sort code and account number on invoices so customers can pay by bank transfer as well as by card.
The Invoices section — preview, edit, raise, mark paid
How to work with stage invoices from the Invoices dashboard, including preview, edit, and manual mark-paid.