Invoices and getting paid

Sending an invoice

In Invoices, choose New invoice, pick the customer and add lines (or products and services from your list). Taxable lines use the sales tax rate for the job’s address. Send emails it with a link where the customer can see it, download a PDF and pay; Mark as sent records it without emailing.

Estimates work the same way. When a customer accepts one online you can turn it into an invoice, or ask for a deposit first.

Recurring invoices

Invoices → Recurring creates invoices on a schedule. Customers who saved a payment method can be charged automatically (autopay).

Getting paid online

Turn on payments in Settings → Payments. RiverBooks connects your own Stripe account; customers pay by card or bank transfer on the invoice’s pay page, and the payment is recorded against the invoice for you. Stripe’s fees and payouts are booked too, so your bank feed matches.

Other payments

Cash, checks and apps like Zelle: open the invoice and choose Record payment.

Reminders

RiverBooks emails customers a friendly reminder when an invoice is 1, 7 and 14 days overdue. Turn reminders on or off in Settings → Invoicing.