Documentation · Money
Invoices
Invoices are how you bill a directee for a session — created by hand or from an appointment, emailed with a way to pay, and tracked from open to paid.
Create an invoice
An invoice belongs to one directee and one service. Picking the person fills in their default service if they have one; picking a service fills in the amount and description, which you can then adjust. The currency comes from the service — there is no separate currency field on the invoice.
The due date defaults to your payment terms (14 days unless you’ve set something else in Settings). As soon as you save, the invoice opens and the email goes out.
- In the left navigation, open Finance → Invoices.
- Click New Invoice.
- Choose the person, then the service. The amount and description fill in from the service.
- Adjust the amount in dollars if this invoice differs from the usual fee.
- Confirm the due date, then save. The invoice is created and emailed right away.
The Payment Method Preview panel shows what the directee will receive — the service’s Stripe payment link, its payment instructions, or a warning if neither is configured. If you see the warning, the invoice will still send, just without a way to pay.
How the invoice reaches your directee
Directee supports two delivery methods. Payment link invoices are emailed by Directee itself: the email carries the service’s Stripe payment link (with the directee’s email pre-filled and the invoice number attached as a reference) and any payment instructions you’ve written on the service, such as e-transfer details. Invoices you create by hand from the Invoices page always use this method.
Stripe invoices are created through Stripe’s own invoicing. Stripe hosts the invoice page, emails it to the directee, and tells Directee when it’s paid. This method is used for appointment auto-invoicing when payment links are turned off in your settings.
A Stripe payment link charges the price configured on the link in Stripe. If you change the amount on a payment-link invoice, the link itself still charges its own price — adjust the link in Stripe, or use payment instructions for one-off amounts.
Invoice statuses
Draft — created but not yet sent. Open — sent and awaiting payment; an open invoice shows as Overdue starting the day after its due date, not on the due date itself. Paid — payment recorded, with the method shown in the Method column. Void — cancelled. Uncollectible — a Stripe status you’ll only see on Stripe invoices.
The Sent column shows a paper-airplane icon once the invoice email has actually gone out; hover it for the timestamp. Filter the list by status, by person, or with Overdue Only when you’re chasing payment.
Mark an invoice paid
Payments made through a Stripe invoice are detected automatically — Stripe notifies Directee and the invoice flips to Paid on its own. Payments made through a payment link are not automatically detected today, so marking the invoice paid yourself is the reliable path for payment-link invoices, and for anything paid outside the app — e-transfer, cash, or cheque.
Marking an invoice paid records the payment against your income (so it appears in reports) and emails the directee a receipt, unless one was already sent.
- On the Invoices list, find the open invoice and click the green Paid button.
- Choose how it was paid — the list defaults to the payment method from your Payment Settings.
- Click Mark as Paid.
Void an invoice
Void an invoice when it was created by mistake or the session didn’t happen. Only draft and open invoices can be voided; a paid invoice can’t be — issue a refund instead. Voiding a Stripe invoice also voids it in Stripe. Voiding cannot be undone.
- On the Invoices list, open the row’s action menu.
- Choose Void Invoice and confirm.