Money
Invoicing and payments
How invoices generate from visits, how clients pay through Stripe, auto-pay, and chasing overdue balances.
5 min read
- 1
Invoices generate themselves
You don't build invoices by hand for routine work. Per-visit clients are automatically invoiced for their completed visits; flat-monthly clients get one invoice on your Auto-billing day (set it under Settings → Invoicing: "Auto-bill on day ___ of each month"). Each client's page shows their Next auto-invoice date, and you can skip the next one from there.
- 2
Clients pay online through Stripe
With Stripe connected (see "Set up your Scooper workspace"), every invoice includes a secure payment link, and clients can also pay from their client portal. Payments reconcile automatically — the invoice flips to Paid and shows up under Payments without you touching anything.
- 3
Encourage auto-pay
Clients turn on auto-pay themselves in the client portal under billing: they save a card and flip the auto-pay toggle, and future invoices charge automatically. Mention it during onboarding — auto-pay clients are the ones you never chase.
- 4
Monitor the Invoices page
Invoices gives you the money picture: Total Outstanding, Collected This Month, an Aging Summary by overdue bucket, and the Overdue invoices list — all unpaid invoices past due, oldest first. Filter by client, status, or date range, and Void anything sent in error.
- 5
Automate overdue reminders
Under Settings → Payment Reminders, set First reminder (days past due) and Second reminder (days past due). Scooper emails clients on those days automatically — most balances clear without an awkward phone call. You can also enable late fees from the same settings area.
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