Where to find it
- Open Active Customers under Customer List.
- Select a customer.
- Click Manage.
- Go to the Billing tab.
- Open Create Invoice.
Stripe Connect requirement
The customer Billing tab is only enabled if your agency has:- Stripe account connected
- Onboarding completed
- Charges enabled
- Stripe Connect Required
- A button: Setup Stripe Connect
What you can do
When billing is enabled, the customer modal loads a billing manager where you can:- Create invoices
- Track invoice status
Best practices
- Set up Stripe Connect first in Settings → Stripe Connect.
- Use Billing & Invoices for a full invoice list across all customers.
Screenshots
