Sending Invoices to Customers

Send a draft invoice so your customer gets a link to view it — and pay online if Stripe is connected.

Send a draft invoice

1. Open a Draft invoice. The contact needs an email or a phone number before you can send.
2. Click Send.
3. If Stripe is not ready, QuoteBolt asks Send without online payment? Choose Send anyway (no online pay), or Set up Stripe under Settings → Payments.
4. Confirm in the Send invoice? dialog. The customer gets a link to the public invoice page.

After you send, the invoice leaves Draft. There is no Resend button — chase payment with Record payment when they pay offline, or share the public link again outside QuoteBolt if needed.

After you send

• On Sent, Viewed, or Overdue, the primary action is Record payment (cash, check, bank transfer / Zelle, or other) → Mark Paid.
• From the menu you can Download PDF, Void invoice (cancels the invoice and disables checkout), Edit details while status is draft or sent, or Delete.

What happens next

1. How customers view and pay invoices
2. Understanding invoice statuses
3. Connect Stripe

Good to know

• Pay Now on the customer page appears only when Stripe Connect is active.
• Card payments mark the invoice Paid automatically; offline pay uses Record payment.
• Sending requires a property on the invoice when the product gate applies — add one before send if QuoteBolt blocks you.