Invoices, Payments, and Receipts
Deskmantle's invoicing system lets you create professional invoices, accept online payments, and automatically generate receipts — all connected to your CRM so you always know who owes what.
Creating an Invoice
- Navigate to Finance > Invoices and click + New Invoice.
- Select the client. Their billing information auto-fills from their client record.
- Add line items with descriptions, quantities, unit prices, and tax rates.
- Set payment terms: due on receipt, net 15, net 30, net 60, or custom.
- Add optional notes (e.g., "Thank you for your business!").
- Click Preview to see the invoice as the client will see it.
- Click Send to email the invoice, or copy the link to share directly.
Accepting Online Payments
Connect a payment processor so clients can pay invoices online with one click:
- Go to Settings > Finance > Payments.
- Connect Stripe or PayPal.
- Once connected, every invoice includes a Pay Now button that accepts credit cards, debit cards, ACH transfers, and more.
Recurring Invoices
For subscription or retainer clients, set up recurring invoices:
- When creating an invoice, toggle Make Recurring.
- Set the frequency: weekly, biweekly, monthly, quarterly, or annually.
- Set a start date and optionally an end date.
- Deskmantle auto-generates and sends the invoice on schedule.
Pro tip: Enable payment reminders in Settings to automatically send follow-up emails when an invoice is overdue — at 3 days, 7 days, and 14 days past due.
Receipts and Records
When a client pays an invoice, Deskmantle automatically:
- Generates a receipt and emails it to the client.
- Updates the invoice status to "Paid."
- Logs the payment in the client's financial history.
- Updates your revenue dashboard.