Invoices and payments

Create an invoice in a minute, send it by email with a Pay button, and watch the status change as the customer pays.

Statuses

DraftCreated, not sent yet. Edit freely.
SentEmailed to the customer, not yet due.
OverduePast the due date and unpaid. Reminders go automatically on day 1, 7 and 14.
PaidPaid by card, or you recorded a payment.
RefundedMoney returned to the customer.

Create and send an invoice

  1. Open Invoices and click New invoice.

    New invoice form
    New invoice form

  2. Choose the customer, describe the item or service, enter the amount and due date (default: 14 days). Click Create draft.

  3. Open the draft and click Send invoice. The customer needs an email address; otherwise you see E-INV-301.

    Invoice detail with Send, Record payment and Reminder buttons
    Invoice detail with Send, Record payment and Reminder buttons

Reminders

Automatic reminders go out 1, 7 and 14 days after the due date. To send one now, open the invoice and click Send reminder. Each invoice shows how many reminders were sent.

Record a payment made outside Orbit

Cash or bank transfer: open the invoice and click Record payment. The status becomes Paid.

Refunds

For card payments through Stripe: open the paid invoice and click Refund (Owner and Admin only). The money returns in 5–10 business days. Without Stripe you'll see E-PAY-410; record the refund manually instead. Orbit's own refund policy for your subscription is on the pricing page.

Error codes

E-INV-301 · customer has no email address

Add an email in Customers → the customer → details, then send again.

E-INV-305 · invoice already paid

You tried to send or remind about a paid invoice. Nothing to do.