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Invoicing

In Pocket PA you can create and send a manual invoice or chose to send it via Stripe or Square with a clickable link that allows your clients pay you directly so its gets logged to your income dial.

7 articles
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Written by Caro Syson

Create a Stripe or Square Invoice - auto payment invoicing

How to create an invoice to send and get paid automatically using Stripe or Square
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Written by Caro Syson. Updated over a week ago

Create a manual Invoice

How to create a manual invoice to send and then collect the payment manually
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Written by Caro Syson. Updated over a week ago

Edit or Delete a Stripe or Square Invoice

How to edit and delete a Stripe or Square Invoice
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Written by Caro Syson. Updated over a week ago

Edit or Delete a manually created Invoice

How to edit and delete a manually generated Invoice
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Written by Caro Syson. Updated over a week ago

Viewing unpaid Invoices

How to see which invoices have not been paid and send a reminder prompt
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Written by Caro Syson. Updated over a week ago

Sorting your Invoices list

How to sort and filter your Invoices
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Written by Caro Syson. Updated over a week ago

Export Invoice list

How to export your invoice list from Pocket PA
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Written by Caro Syson. Updated over a week ago