Customer invoices

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

The page stays titled Invoices. Restaurant Orders are POS tickets (Toast/Omnivore), not renamed invoices. A catering pay-link is still an invoice.

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 the record’s send-to contact.

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 record

From CRM → {noun} → {record}, create an invoice with line items (description, quantity, amount), optional memo and due date, then send the pay link. Pair the invoice with the record (“invoice this patient”) — do not rename the Invoices module.

New Invoice (standalone)

From site admin → Invoices → New Invoice:

1. Pick an existing {noun}, or enter a new {noun} (name + email). Matching emails reuse the existing record.
2. Add line items (total must be at least $0.50).
3. Optionally set a memo and due date.
4. Email the pay link now (requires Stripe Connect), or save a draft and send later.

You can still invoice an appointment balance from the appointment page. Open site admin → Invoices for the full list.

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