Your First Invoice

Invoices are how you get paid. LawnLedger lets you create professional invoices, send them to customers, and accept online payments through Stripe.

Creating an Invoice

1. Navigate to Invoices in the sidebar
2. Click New Invoice
3. Fill in the invoice details:
   • Customer — Select the customer to bill
   • Property — Associate with a service property (optional)
   • Invoice Date — The date of the invoice
   • Due Date — When payment is expected
   • Payment Terms — Net 15, Net 30, Due on Receipt, etc.
4. Add line items:
   • Select from your predefined Services or enter custom descriptions
   • Set Quantity and Unit Price for each item
   • The system calculates subtotal, tax, and total automatically
5. Add any Notes or Terms that should appear on the invoice
6. Click Save

Sending the Invoice

1. Open the invoice from the list
2. Click Send to email the invoice to the customer
3. The customer receives a link to view and pay the invoice online

Invoice Statuses

• Draft — The invoice is being prepared
• Sent — The invoice has been emailed to the customer
• Viewed — The customer has opened the invoice
• Partial — A partial payment has been received
• Paid — The invoice has been paid in full
• Overdue — The invoice has passed its due date without payment
• Void — The invoice has been canceled

Recording Payments

For payments received outside of Stripe (cash, check, bank transfer):

1. Open the invoice
2. Click Record Payment
3. Enter the Amount, Date, and Payment Method
4. Click Save to update the invoice balance

QuickBooks Sync

If you have connected QuickBooks Online, invoices sync automatically:

• New invoices in LawnLedger create corresponding invoices in QuickBooks
• Payment status updates flow between both systems

Next Steps

Now that you can create customers, estimates, and invoices, it is time to set up your team.