How to submit invoices and receive payments

Learn how to create and send invoices in Billdr Pro, attach expenses or contract items, enable online payments through Stripe, and track your payments. This guide covers all invoice creation methods, client experience, and how to receive payments.

Written By Francois Jullien

Last updated 14 days ago

1. Create an Invoice
From the project view, navigate to the "Invoices" tab.
Click "Create Invoice" to start.

You have multiple ways to build your invoice:

  • Manual entry: Add line items manually with unit price, quantity, and description.

  • Add from:

    • Expenses: Select uploaded expenses and attach receipts directly to the invoice.

    • Payment schedule: Ideal for lump sum contracts. Select payment milestones set in the original contract.

    • Contract line items: Add specific or all line items from the signed contract.

    • Change orders: Invoice a change order entirely or partially.

2. Customize the Invoice

  • Select a due date.

  • Write a note to the client, and save it for future invoices if needed.

  • Optionally upload additional documents.

  • Apply a markup to all line items if necessary.

3. Payment Settings

  • Choose accepted payment methods: disable credit card if you wish to avoid fees and allow bank transfer (ACH in the U.S., PAD in Canada).

  • To accept online payments, you must set up a Stripe account. Follow the link provided during the invoice preview.

4. Preview and Send
Click "Preview & Send", adjust visibility (e.g., hide quantities or unit prices), and then send the invoice to your client.

📥 Client Experience

  • The client receives an email with a link to their dashboard.

  • They can view the invoice, note, and any attachments.

  • If Stripe is connected, they can pay online via bank authentication.

  • If not, they follow the manual payment instructions you provided.

✅ Recording a Payment

  • Once paid, click “Receive Payment” in the invoice screen.

  • Enter the amount received:

    • Full payment: Hit Confirm.

    • Partial payment: Enter amount, then Confirm.

  • You can resend the invoice with a reminder if unpaid.

Payment receipt.

If your client pays online through our platform, the system automatically sends them a payment receipt. If you manually record a payment received outside of Billdr (for example, a bank check), no receipt is sent automatically. However, you can download a PDF receipt and send it to the client manually.

📊 Tracking Invoices and Payments

  • In the Invoices tab, you’ll see a summary of all invoices and their statuses.

  • See whether invoices have been opened, assign cost codes, and categorize income.

  • The Payments tab offers similar details for each payment.

  • On the client side, they can view their contract total, amount paid, balance due, and the status of all their invoices.