Managing payment links and invoices once created

How do I manage payment links and invoices I’ve created?

Head to the ‘Get paid’ tab. You’ll see all the payment links that are due or already paid, as well as invoices that are overdue, due or already paid.

If a customer pays you by easy bank transfer or card using a payment link or invoice you’ve sent them, we’ll mark it as ‘paid’. You can also do this yourself – tap on the request, and then tap ‘Change status’.

Head to the ‘Get paid’ tab in the left panel of your web app. You’ll see all the payment links that are due or already paid, as well as invoices that are overdue, due or already paid.

Yes, you can do this in the app.

We’ll use your account profile picture as your logo on invoices and links. To change it:

We’ll use the registered address you used to sign up for your business account on your invoice or links.

If you’re a sole trader, we’ll show your name and the trading name of your business.

If you’re a limited company, we’ll show both your registered and trading name, in case they’re different. To change these, please contact us.

Not at the moment, sorry.

When a customer pays you using an easy bank transfer or their card through an invoice or payment link, we’ll automatically mark it as ‘paid’.

We’ll do this as soon as the money arrives in your account for easy bank transfers. For cards, we’ll mark them as ‘paid’ as soon as Stripe get the money (Stripe are the company that processes card payments for us).

That means that if your customer pays by card, even though we’ve marked it as paid, the money will take a few working days to arrive in your account.

Yes, but only if you’ve done this manually yourself. To do that, head to the ‘Get paid’ tab in the app.

If we’ve changed it to ‘paid’ automatically, you can’t change it. If that’s happened to you, please get in touch and we’ll look into it.

If a customer pays you by easy bank transfer or online card payment, normally we’ll automatically mark your invoice (if you’re a Pro user) or payment link as ‘paid’ as soon as the money arrives in your account. It’s the same for card payments, including Apple Pay and Google Pay.

If this hasn’t happened, please contact us with the details of the payment, and we’ll look into it.

If your customer pays you using a manual bank transfer, it might be we haven’t been able to match their payment with your invoice or payment link. In that case you can change the status of the invoice or payment request yourself in the app – head to the ‘Get paid’ tab, tap the invoice, and then ‘Change status’.

You can see all the invoices and payment links you’ve created in the ‘Get paid’ tab of the app. We’ll also send you a weekly notification about new invoices that are due.

We can only see that a customer’s paid you if they used a payment link. If they transfer the money to you manually, we might not be able to match it to the invoice or link (unless they use the invoice number as the transaction reference).

If that happens, you can change the status of the invoice or payment link to ‘paid’ yourself in the app. Head to the ‘Get paid’ tab, tap the invoice, and then ‘Change status’.