Creating and sending invoices
Create an invoice on the single entry screen. Choose the customer, add the line items and send it by email.
Getting paid by card
GlassJar uses Stripe so your customers can pay invoices by card. Some things to know:
- You connect your own Stripe account, and your business is the merchant for those payments.
- Stripe’s processing fees, refunds and disputes are handled in your Stripe account.
- Card numbers go straight to Stripe and never reach GlassJar.
- When a customer pays, the payment is recorded against the invoice.
Payments by check or bank transfer
Record these against the invoice they pay. If a payment covers only part of an invoice, the rest stays open on that invoice until it is paid.
Recurring invoices
If you bill the same customer the same amount on a schedule, set the invoice up as a recurring transaction. This works well for retainers and monthly service fees.
Following up on unpaid invoices
Your reports show which invoices are still open and how long they have been outstanding. Check them weekly, and contact customers before invoices get old.
