Send a card payment link to any customer whose invoice went out without one.
Part of Getting paid faster
Tools
Square Invoices, Stripe, FreshBooks
Outcomes
Every invoice carries a card link • Fewer cheques and bank transfers
Documentation
Instruction-ready detail below
If a sent invoice has no card payment link, <email>email</email> the customer a <documents>one-line note</documents> with a card link attached.
If a sent invoice has no card payment link, <email>email</email> the customer a <documents>one-line note</documents> with a card link attached.Tools
Square Invoices, Stripe, FreshBooks
Trigger
When an invoice is sent without a payment link
Setup time
5 minutes
Chase unpaid invoices on a fixed schedule, so nothing is written off because it was forgotten.
Turn an incoming invoice into a matched, recorded line with the supporting document attached.
Take a deposit at the point of booking, so the first week of work is already paid for.
Download
Download the app and begin with drafts and checklists before you write anything back.