Create invoices, accept payments, and get paid faster.

Invoicing & Payments

TechsBox makes billing simple. Create professional invoices, email them to customers, and accept payments online — all without leaving the app.

Creating an Invoice

1. From a completed job, click Create Invoice — or go to Invoices in the sidebar and click New Invoice
2. Select the customer
3. Add line items:
   • Services — labor, diagnostics, etc.
   • Products/Parts — screen replacements, batteries, etc.
   • Custom Items — anything else
4. Set quantities and prices
5. Add tax if applicable
6. Click Save

Sending an Invoice

Once created, click Send to email the invoice to the customer. They'll receive a clean, professional invoice with:

• Your shop name and logo
• Itemized charges
• Total amount due
• A Pay Now button (if Stripe is connected)

Accepting Online Payments

TechsBox uses Stripe Connect to process payments. When a customer clicks "Pay Now" on their invoice:

• They enter their card info on a secure Stripe-hosted page
• Payment is deposited directly into your bank account
• The invoice is automatically marked as paid

Setting Up Stripe

1. Go to Settings → Billing
2. Click Connect Stripe
3. Follow the Stripe onboarding flow (takes ~5 minutes)
4. Once connected, all invoices will include a payment link

Invoice Statuses

Status	Meaning
Draft	Not yet sent to customer
Sent	Emailed to customer, awaiting payment
Paid	Payment received
Overdue	Past the due date, unpaid
Void	Invoice cancelled

Viewing Invoices

The Invoices page shows all invoices with:

• Customer name
• Amount
• Status
• Date created
• Quick actions (send, void, view)

Click any invoice to see the full detail view, print it, or resend.

Printing Invoices

Need a paper copy? Open any invoice and click Print. TechsBox formats it for clean printing with your logo, itemized charges, and payment info.