✨ Introduction
Webware Pay makes it simple to create, send, and manage invoices for your business. Whether you’re selling products, offering services, or collecting deposits, Webware Pay gives you a fast and professional way to request payment.
You can add products or services directly from your product catalog, customize the invoice, apply taxes, and send it directly to your customer via email — all from within your Webware Dashboard.
🔔 What to Know Before You Start
You must have Webware Pay connected to Stripe before you can create and send invoices. See "How to Set Up Webware Pay (Using Stripe Connect)" for more details.
Invoices can be customized with customer names, due dates, products, services, taxes, and notes.
Once an invoice is finalized and sent, you won’t be able to edit it — make sure all details are correct before sending.
Payment links are automatically included in the invoice email for easy online payment.
🛠️ Step-by-Step: How to Create a New Invoice
Log in to your Webware Dashboard.
From the left-side menu, click on Payments and select Invoices.
Click the Create Invoice button in the top right corner.
In the invoice creation screen, fill in the following:
Customer: Search for an existing customer or create a new one.
PO/SO Number (optional): Add any internal reference number.
Due Date: Set when the invoice should be paid.
Add Products or Services:
Click Add Product to pull items directly from your product catalog, or manually enter line items.
Adjust quantity, price, and taxes if applicable.
Add Notes (optional):
Use this space to include any additional information, special instructions, or terms.
Review the invoice summary on the right-hand side to ensure all items, taxes, and totals are correct.
Click Actions (top right) and choose Save as Draft if you want to come back later, or Finalize & Send to email the invoice to your customer immediately.
✅ Pro Tip
Use the product catalog integration to quickly add products or services without manually entering them each time.
Double-check the due date and customer email to avoid delays in payment.
You can track all sent invoices directly from the Invoices page, including payment status (paid, open, overdue).
🎯 Next Steps
After you create and send an invoice, you can:
Track Payment Status: See whether the customer has paid, or if a reminder is needed.
Download the Invoice: Get a PDF copy for your records.
Send Reminders: Resend the invoice if the payment is overdue.