Invoicing a Client in Stripe

You cannot invoice a Client directly through MassageBook, but you create an invoice in your Stripe account. 

This allows you to email a request for payment, and the Client can submit the payment directly through the email.

To add a Client to your Stripe account and to generate an invoice for them:

  1. Sign in to your Stripe account to open your Dashboard.  
  2. Select Home
  3. Select Customers to open your Customer list. 
  4. Select +New to open Create New Customer. 
  5. Enter the Client's email address in Email
  6. Enter the Client's name in Description
  7. Select Create Customer to add the Client to your Customer list.
  8. Select Invoices.
  9. Select +New to open Create an Invoice.
  10. Select the Customer you're invoicing. 
  11. Enter a Description for the invoice. 
  12. Enter a Price for the invoice.
  13. Select Email invoice to the customer to pay manually.
  14. Check Include a Stripe-hosted link.
  15. Select Send Invoice to email the request to the Client.

To complete payment, the Client needs to select Pay this Invoice in the email, and they'll be directed to a secure link to enter their credit card information. 

In the Invoices section of your Stripe account, you can view all invoice activity, including outstanding and paid ones. 

Note: Payments created in Stripe are not automatically recorded in MassageBook. If you choose to manually record a Stripe payment in MassageBook after you receive it, select Other when choosing a payment method to enter a description of your choice (e.g., Stripe Invoice) so that you can complete checkout in MassageBook.

Have more questions? Submit a request

0 Comments

Article is closed for comments.