Invoices & payments
Do the work, send the invoice, get paid — without chasing checks. Customers pay online by card in a couple of taps.
First: connect payouts
Go to Payments in the app and connect your bank through Stripe, the payment company trusted by millions of businesses. It takes a few minutes. After that, card payments flow to your bank account automatically.
Creating an invoice
- Start from a job or from InvoicesCustomer and amounts fill in from the job when you have one.
- Add your line itemsServices, quantities, prices, and any notes.
- Preview everythingThree tabs show exactly what the customer gets: the invoice PDF, the email, and the payment page.
- SendThe customer gets a clean, branded email with a "Pay now" button.
Your brand, everywhere: invoices, emails, and the payment page all use your logo and brand color from Settings → Brand kit.
How customers pay
The email's button opens a simple payment page. The customer enters their card and pays — on any device, no account needed. You'll see the invoice flip to Paid in the app the moment it happens.
Tracking money
- Invoice list shows every invoice and its status: draft, sent, paid.
- Each payment is linked to the customer's contact and job.
- Payouts and card fees are handled by Stripe; see your payout schedule in the Payments area.
Common questions
Can customers pay right inside an instant quote?+
Yes. You can let customers check out by card at the end of the quote flow — prepay a service or start a plan.
Do I need my own Stripe account?+
OpenGate sets one up for you during payout connection. You just answer Stripe's identity and bank questions.