Billing & Invoicing
Invoices, autopay, card payments, reminders, and getting paid faster.
Invoice statuses: Draft, Sent, Paid, Past due, Void, and Rejected. Recurring plans can draft themselves; you still choose when they go out unless an automation sends them.
To decide whether customers can pay online or by check, and see what they get in emails, texts, the pay page, and the portal when you take checks only, read Choose How Customers Pay You.
Start with Send an Invoice, including Close as Paid (no email) for a prepaid draft. The invoices list search, Status, Due, Paid (payment received, not fully-paid stamp), Filters (remaining balance Has a balance), Yearly Totals, and Filtered results are explained in Filter and Share a List.
To match a payment in Stripe to its customer and invoice, see fees and net, or understand a bank payment that is still processing, read See Where Payments Went. To give your website a Pay Now page, or take payments without an invoice number, read Take Payments on Your Website.
To give one customer a standing percent off chosen services or items, taken off every invoice drafted for them, read Give a Customer a Standing Discount.
To work the daily list of collection reminders, renewal asks, and autopay setup links — and to read why Send Now refused — read Review and Send Soliven Collect.
- Send an InvoiceReview a draft, send it to the customer, and charge a saved card when autopay is on.
- Choose How Customers Pay YouPick the payment methods you accept, and see exactly what customers get in emails, texts, the pay page and the portal when you take checks only.
- See Where Payments WentMatch every online or recorded payment to its customer and invoice, with fees, net, and the Stripe reference.
- Take Payments on Your WebsiteGive your website a Pay Now page. Customers pay an invoice by its number, or pay without one by card, and you match those payments to an invoice or a contract.
- Give a Customer a Standing DiscountKeep a percent off, or dollars off each unit, of chosen services or items on a customer, and every invoice drafted for them afterwards takes it off on its own, shown under the regular price.
- Run an Invoice CampaignSend a month's draft invoices in one batch, or remind every customer with a balance, with the full list staged for review and a pre-send checklist before anything goes out.
- Run an Autopay Setup CampaignSend every customer who is not on autopay their own link to save a card and switch on automatic payments, with the list staged for review before anything goes out.
- Review and Send Soliven CollectOpen the daily worklist, edit the draft, and send a collection reminder, a renewal ask, or a no-login autopay link. Includes why Send Now refuses.