Before You StartUpdate your business name, logo, and address in Settings → Business Profile. These appear on every invoice.
Invoices are appropriate when a client expects a formal billing document: corporate clients, high-ticket programs, or any situation where payment terms and a paper trail matter. MONDAi invoices are branded, trackable, and paid directly through Stripe.
Steps
1
Go to Invoices
Navigate to Commerce → Invoices. Click New Invoice.
2
Select the contact
Search for and select the contact this invoice is for. Their billing information populates from their contact record.
3
Add line items
Click Add Line Item for each product or service. Enter name, quantity, and unit price. The total calculates automatically. Add tax lines if applicable.
4
Set due date and terms
Set the invoice date and due date (Net 7, 15, 30, or custom). Add any payment notes in the notes field.
5
Preview and send
Click Preview to see the final invoice. Then click Send Invoice. The client receives an email with the invoice and a Stripe payment link. Track status as Sent, Viewed, Paid, or Overdue.
Common Mistakes
- Sending without previewing. Always preview before sending. Check amounts, contact info, and due date.
- No follow-up for overdue invoices. Set a workflow triggered by invoice overdue status to send an automated polite reminder.
- Business profile not updated. A blank or generic invoice looks unprofessional. Update Settings → Business Profile first.
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