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Bill a client through Workspace CRM.

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Prerequisites

  • Stripe connected (Settings → White Label → Integrations)
  • Client added to CRM
1

Open Workspace CRM

Click CRM in the sidebar.
2

Select the Client

Click the client you want to invoice from the list.
3

Go to Billing Tab

Click the Billing tab in the client details.
4

Click Create Invoice

Click the Create Invoice button.
5

Configure Invoice

Fill in the invoice details:
6

Send Invoice

Click Send Invoice.The client receives an email with a payment link.

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Invoice Flow

  1. You create invoice - Set amount and details
  2. Client receives email - With payment link
  3. Client pays - Via Stripe checkout
  4. You get paid - Funds in your Stripe account
  5. Status updates - Invoice shows as “Paid”

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Invoice Status

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Viewing Invoices

For one client:
  • CRM → Select client → Billing tab
All invoices:
  • CRM → Billing tab (main)

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Invoice Actions

After creating an invoice:
  • Copy Payment Link - Share link directly
  • Download PDF - Save invoice document
  • Refund - Return payment to client

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Tips

  • Clear service names - Client knows what they’re paying for
  • Consistent pricing - Use standard rates
  • Timely invoicing - Bill promptly after work

Workspace Overview

Learn more

White Label Setup

Learn more