Invoices are the financial documents you send for payment. Four paths to create one:
- Manual: /portal/invoices → New invoice. Same composer as quotes.
- From a customer: customer detail page → New invoice. Customer pre-filled.
- From an accepted quote: the system auto-builds the draft when a customer accepts a quote — you review + send.
- From a recurring contract (auto-invoice mode): the contract cron creates a draft invoice each cycle so you don't have to remember to bill recurring services. See 'Recurring service contracts'.
Sending vs draft
Drafts are scratchpads — edit freely. Once you click Send, the invoice email goes out, status flips to 'sent', and you can't edit anymore (financial integrity). To make changes after send, you 'Void' the invoice and create a new one.
Recording manual payments
If a customer paid by cash, check, ACH, or any method outside Stripe, hit 'Record payment' on the invoice detail page. Pick method, amount, and an optional reference (e.g. check #4029). The invoice updates: status flips to 'paid' if fully paid, 'partial' if not, and the amount paid runs through the P&L.
Stripe online payments
If you've connected Stripe Payments (Integrations → Stripe), every invoice has a 'Pay online' button. Customers click, pay, money lands in your bank within 1-2 business days — Plyrium takes nothing on top of Stripe's processing rate. The webhook auto-marks the invoice paid the moment the payment clears.
When a customer pays with a card via the public link, they see a 'Save card for future invoices' checkbox. If they tick it, you can charge that card off-session for follow-up invoices with a 'Charge ··4242' button on the invoice — useful for service agreements and recurring work.