Creating Invoices¶
Invoices in Brightenly are powered by Stripe. When you send an invoice, your client receives a payment link where they can pay by card or bank transfer.
New Invoice
Draft
Bill to
SM
Sarah Mitchell — Greenfield Organics
Currency
USD — US Dollar
Due date
May 31, 2026
Line items
Subtotal: $4,000.00
Tax (8.25%): $41.25
Total: $4,041.25
Invoice
#INV-0042
From
Your Business Name
hello@yourbusiness.com
Bill to
Sarah Mitchell
Greenfield Organics
Issue date
Apr 30, 2026
Due date
May 31, 2026
| Item | Total |
|---|---|
| Website design — Phase 1 | $3,500.00 |
| Monthly retainer — April | $500.00 |
Subtotal$4,000.00
Tax (8.25%)$41.25
Total$4,041.25
Pay $4,041.25
How to create an invoice¶
- Go to Invoices in the sidebar and click New Invoice, or open a project and click New Invoice from its Invoices tab
- Select who to bill — a contact or a company
- Add line items (see Line Items & Products)
- Set a due date and payment methods
- Click Send to deliver the invoice to your client, or Save as Draft to finish later
Billing to a contact or company¶
Each invoice is billed to either a contact or a company — not both. The billing address from the contact or company record is used by default and can be edited on the invoice.
Draft vs. sent invoices¶
| Status | What it means |
|---|---|
| Draft | Created but not yet sent to the client |
| Sent | Delivered to the client; awaiting payment |
| Paid | Payment received via Stripe |
Linking to a project¶
Invoices can be linked to a project. Go to the project's Invoices tab and click New Invoice — the project link is set automatically.
Editing a sent invoice¶
Some fields (like line items and due date) can be edited after sending. Stripe will sync the changes and update the client's payment link.