Send your first invoice

The whole flow, in order. Should take 5 minutes.

1. Open the editor

/kz-admin/invoice-edit to start fresh, OR go to /kz-admin/invoices and click Edit on a draft.

2. Fill the header

• Tenant — usually pre-selected. If you have multiple tenants, pick the one this invoice belongs to.
• Invoice # — auto-generated as INV-{year}-{####}. Edit if you want to match an existing numbering scheme.
• Client name — the business or person you're billing
• Client email — used for the send action + receipt emails
• Client address — appears in the invoice header
• Due date — when payment is expected
• Currency — CAD or USD

3. Add line items

Click + Add line item for each charge. Fill:

• Description — what the customer is paying for
• Qty — defaults to 1
• Unit price — per-unit cost

Amount auto-calculates. Subtotal + tax (set the tax rate at the bottom of the line items panel) + total auto-calculate.

4. Notes

• Notes (visible to client) — paste any payment terms, thank-you, etc.
• Internal notes — only visible in your admin; not on the public invoice page

5. Save before sending

Hit Save draft (or Save & stay to keep editing). The Send and Payment buttons enable once an ID exists.

6. Choose how to send

• Send now — fires the email immediately. Use this when you're confident the invoice is final.
• Gmail draft — drops a draft into your Gmail outbox first. You can review the actual rendered email + edit before firing. Recommended for the first few until you trust the format.

7. Generate a Stripe link (optional)

If Stripe is enabled in your payment methods, click Stripe link to generate a one-click pay button URL. Share it with the client however you want — text, separate email, embed in your own message.

8. After payment

• Stripe payment → status auto-flips to paid, receipt email auto-sends
• E-transfer / cheque → click Mark Paid when funds arrive. Same auto-receipt + automation webhook fires.

Public link

Every invoice has a public URL at /i/<invoice-id> — that's what the customer sees. It includes:

• Your logo + brand colors
• Itemized line items with totals
• Payment instructions for whichever methods you enabled
• Stripe pay button if Stripe is on