Customer invoices

Send pay links to customers from your website admin—for remaining appointment balances or ad-hoc work from CRM leads. Payments go to your Stripe Connect account (same setup used for booking deposits).

Prerequisites

1. Complete Stripe Connect from your NurtureSite site page (Complete Stripe setup) or site admin → Scheduling → Payments.
2. For appointment balances, set a service price on the booking service so balance math works (price minus deposits paid).
3. The customer needs a valid email address on the appointment or lead.

Invoice an appointment balance

1. Open Scheduling → appointments → {appointment}.
2. Review price, deposits paid, and balance due.
3. Click Invoice balance (requires Connect and at least $0.50 due).
4. The invoice is created and emailed with a pay link (or saved as a draft if you choose).

After the customer pays, the balance updates automatically so you cannot invoice the same amount twice.

Invoice from a CRM lead

From CRM → Leads → {lead}, create an invoice with line items (description, quantity, amount), optional memo and due date, then send the pay link.

Open site admin → Invoices for the full list across appointments and leads.

Manage invoices

On Invoices → {invoice} you can:

• Edit drafts (memo, due date, line items)
• Download PDF
• Send or resend the customer email (PDF attached)
• Void unpaid invoices

Customers open /pay/invoice/{token} and complete Stripe Checkout. You receive an email when an invoice is paid.

Automations

CRM automations can:

• Trigger when an invoice is sent or paid (transactional—does not require marketing consent)
• Create invoice as an action node mid-flow (with optional send)

Use this for thank-you emails, follow-up tasks, or team alerts after payment. See CRM automations.

Troubleshooting

Issue	What to check
Cannot send	Connect ready? (Scheduling → Payments)
Balance invoice disabled	Service price set? Deposit already covers full price?
Payment stuck	Customer finished Checkout? Check /pay/invoice/.../complete
No customer email	Mail configured on site; queues running