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Adding a New Client Part V - Invoices

Use invoices to collect payment from your buyers, with easy payment integrations with Stripe, Square, or Authorize.net

Gabriel Buck avatar
Written by Gabriel Buck
Updated over 2 months ago

Overview

In ClickPoint, you can easily collect payments from buyers by creating invoices with payment links connected to Stripe, Square, or Authorize.net. Proceed to the Billing section of your Client Details screen to begin invoicing.

Creating a New Invoice

With Invoicing, you have the ability to create and manage new invoices with customizable payment terms. Once created, you can choose to either print the invoice or generate a Payment Link to collect payments more efficiently

Steps to Create a New Invoice:

  1. Go to the Billing section and click Create New Invoice.

  2. Enter the payment terms (such as due date, net terms, etc.).

  3. Choose to either:

    • Print the invoice, or

    • Generate a Payment Link for faster collection through Stripe, Square, or Authorize.net.

You can use the Payment Link to collect payments via Stripe, which offers advanced payment reporting and is user-friendly.

Invoicing Workflow

  • Create invoices in Billing.

  • Choose between printing a PDF or distributing via a Payment Link.

  • Stripe records appear in your payment reporting dashboard for reconciliation and audit.

Example LeadExec Invoice

Example Stripe Billing Report

Best Practices

  • Ensure payment processor is set up under Account Settings → Billing before creating invoices.

  • Use clear payment terms and reminders for overdue invoices.

  • Consistently track and reconcile payments via Stripe or your processor’s reporting tools.

Summary

Part V equips you with a streamlined invoicing process—from creating invoices in the client’s Billing section to generating payment links via Stripe or other processors. With clear terms and easy payment options, you can efficiently manage client billing.

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