Billing should not require re-entering the same project data. Once the quote is reviewed, set shipping, sales tax, payment timing, and any downpayment in one place before choosing a Stripe invoice or a client PDF.
Use your existing Stripe account
Connect the Stripe account that operates your business. Stripe hosts the customer payment experience and handles payment-method data and authentication.
- Keep payment data with Stripe
- Use a connected business account
- Send the primary client email and optional additional recipients
Set invoice terms once
Before sending, confirm the shipping amount, project-specific sales-tax rate, payment due date, and whether a downpayment is required.
- Shipping and tax shown as separate line items
- Downpayment or full payment options
- Client total is clear before sending
Keep the client document focused
A client PDF includes the project, approved charges, terms, and production expectations. It does not expose internal costing or drafting history.
- Client-ready project summary
- Production expectations and terms
- Clean alternative when an emailed invoice is not needed