Payments & Invoicing

Learn how to send invoices, receiving payments, integrations, accounting and much more...

10 articles in this collection
Written by Chris Garbacz and Nikki Remigio

Payments page explained

Learn everything you need to know about the Payments page

Written by Chris Garbacz
Updated over a week ago

How to create and send your first quote (Pick & Choose and Fixed Quote)

Learn how to complete the relevant settings, create your first quote and send it to a client.

Written by Nikki Remigio
Updated over a week ago

How to create and send your first invoice

Learn how to complete the relevant settings, create your first invoice and send it to a client from the job profile page.

Written by Chris Garbacz
Updated over a week ago

How to integrate with Stripe (preferred method)

Learn how to integrate Studio Ninja to Stripe (preferred method) so clients can pay your invoices online using credit card.

Written by Chris Garbacz
Updated over a week ago

How to integrate with PayPal

Learn how to integrate Studio Ninja to PayPal so clients can pay your invoices online using credit card.

Written by Chris Garbacz
Updated over a week ago

Automatically send receipts (with PDF attached) to your clients

Learn how to automatically send a receipt to your client after they pay or partially pay your invoice by credit card.

Written by Chris Garbacz
Updated over a week ago

How do I record a payment that I have manually received?

Written by Nikki Remigio
Updated over a week ago

Turning a quote into an invoice, automatically

Learn how quotes automatically become invoices when accepted.

Written by Chris Garbacz
Updated over a week ago

The different tax options explained

Learn the difference between includes tax, excludes tax and no tax.

Written by Chris Garbacz
Updated over a week ago

Add a surcharge to an invoice

Learn how to add a surcharge relating to Stripe and PayPal fees to your invoices.

Written by Chris Garbacz
Updated over a week ago