Before you begin

Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.

Where to find it

Follow this path in your workspace

Payments → Invoices → New Invoice

Visual guide: Select 1 in the left menu, then use 2 to begin. Labels can vary slightly as your workspace receives updates.

Step by step

  1. 01

    Open Payments and connect the approved payment provider.

  2. 02

    Create products and verify names, prices, taxes and billing frequency.

  3. 03

    Build an invoice with the correct customer, line items, due date and payment options.

  4. 04

    Send a test or low-risk invoice and complete the customer payment experience.

  5. 05

    Confirm the payment, receipt and contact activity appear where expected.

TalkTuit tips

Small details that make this work better

  • Double-check recurring frequency before sending.
  • Use clear line-item descriptions customers recognize.
  • Restrict refund and payment permissions to authorized users.
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