Sending Invoices
Creating and emailing professional Stripe-hosted invoices with line items and payment tracking.
Creating Invoices
Your AI employee can create professional invoices through Stripe. Provide the client details, line items, and any notes, and the AI generates a Stripe-hosted invoice. The invoice includes your business information, client details, itemized charges, subtotal, tax (if applicable), and total amount due. Each invoice gets a unique number and is stored in your Stripe dashboard for record-keeping.
Creating and sending an invoice
Generate a professional invoice.
Invoice Features
Stripe invoices include several professional features. They display your company logo and branding (configured in Stripe). They accept online payment via credit card, debit card, or bank transfer. They automatically send payment reminders for overdue invoices. They generate PDF versions that clients can download. And they track payment status in real-time. All of this is handled by Stripe's infrastructure, ensuring reliability and professionalism.
Payment Terms
Configure payment terms for your invoices. Common terms include due on receipt, net-15, net-30, or net-60. Your AI employee applies your default payment terms automatically, or you can specify custom terms for individual invoices. Stripe handles the due date calculation and can send automatic reminders as the due date approaches.
Set your default payment terms during onboarding. The AI will apply them to all invoices unless you specify otherwise for a specific invoice.
Recurring Billing
For retainer clients or subscription services, your AI employee can set up recurring invoices through Stripe. Specify the client, amount, and billing frequency (monthly, quarterly, annually), and Stripe will automatically generate and send invoices on schedule. You can manage recurring billing by asking the AI to show active subscriptions, modify amounts, or cancel recurring invoices.