Manually Send Invoices Without a Proposal

1. From the Ivorey main menu, go to [Payments] > hover over [Invoices & Estimates] > then select [Templates]

2. Click on into your invoice template > click [Use Template] > then select [Use One Time]​

3. Starting from the top of your screen, rename your Invoice to a title that makes sense for you e.g customers name | service​

4. Under 'Customer Information' select the contact you are sending the invoice too from the drop down menu​

5. Under 'invoice settings' you can update the due date if different to your main invoice settings​

6. Under the 'Add Products' section delete the product added for template purposes and add the products you are invoicing by selecting from the drop down menu. ​*Note: you can override the title, price and description of your product directly inside the invoice if needed​

7. (Optional) under the 'Subtotal' you can add any discounts if relevant​

8. (Optional) under the 'Subtotal' you can add tax if relevant​

9. Under Additional Options you can add, edit or update any Notes, Terms & Conditions, Late Fee's, Tips, and attachments by selecting the relevant boxes​

10. Once you have finished setting up your invoice you can click the [Send] button at the top right corner of your screen to send your invoice to your customer​

11. Once you've sent your invoice, you will now see this invoice listed under the 'All Invoices' tab

1. From the Ivorey main menu, go to [Payments] > hover over [Invoices & Estimates] > then select [Templates]

2. Click on into your invoice template > click [Use Template] > then select [Use Recurring]​

3. Starting from the top of your screen, rename your Invoice to a title that makes sense for you e.g customers name | service​

4. Under 'Customer Information' select the contact you are sending the invoice too from the drop down menu​

5. Under 'invoice settings' you can update the due date if different to your main invoice settings​

6. Under the 'Add Products' section delete the product added for template purposes and add the products you are invoicing by selecting from the drop down menu
   ​*Note: you can override the title, price and description of your product directly inside the invoice if needed​

7. (Optional) under the 'Subtotal' you can add any discounts if relevant​

8. (Optional) under the 'Subtotal' you can add tax if relevant​

9. Under 'Recurring Invoice Settings' you will need to set your invoice frequency, as well as the start and end dates:​

   1. How often: here select your invoice billing period​

   2. Start Date: here select the date you would like the recurring invoice to start. Please Note that if you select a date in the future, the invoice will send on that date, not the date you schedule the invoice.​

   3. End: here you can select:​

      1. [never] which means the invoice will send continuously until you manually end the recurring invoice​

      2. [by] > [end date] which means the recurring invoice will send to your billing period until the end date you select​

      3. [after] > [X] occurrences which means the invoice will send the number of times you add to the number of occurrences (e.g if you put 5 here, the invoice will recur 5 times and then stop)​

   4. Send Invoice [X] days in advance: here you can add a number for how many days before the invoice is due that you would like it sent to your customer (e.g if you put 3 here, the invoice will be sent to the customer 3 days before it is due. If you leave this blank, the invoice will be sent to the customer on the day it is due)​

10. Under Additional Options you can add, edit or update any Notes, Terms & Conditions, Late Fee's, Tips, and attachments by selecting the relevant boxes​

11. Once you have finished setting up your invoice you can click the [Schedule] button at the top right corner of your screen to send/schedule your invoice to your customer​

12. Once you've sent your invoice, you will now see this invoice listed under the 'Recurring Invoices' tab

No! This guide shows you how to send invoices manually, skipping the proposal process entirely.

A one-time invoice is sent just once for a single payment, while a recurring invoice is sent multiple times based on your invoice settings—perfect for ongoing services or payment plans.

Yes! Recurring invoices are ideal for collecting multiple payments over time, whether it’s a payment plan or an ongoing service.

You can create, send, and manage all manual invoices directly within your Ivorey account under the Invoices section.

Yes! You can adjust your invoice settings if your payment structure changes.

Currently, the Link one-click checkout is not supported specifically for the Invoices feature. While you may have it enabled in your Stripe account, the hosted invoice payment page is designed to display only standard payment methods such as Credit/Debit cards and Cash App. If you would like your customers to have access to the Link wallet for faster checkout, we recommend using a Funnel Checkout page where this feature is fully integrated.

The code 400 error message usually appears because the contact’s email was updated after the invoice was created. Even if it’s just a small change (e.g. lowercase vs uppercase), the invoice keeps the original email it was created with and doesn’t update automatically.

To fix this, simply edit the invoice, remove and re-select the contact, then resend. If the contact can’t be removed, it’s likely because there’s a partial payment on the invoice. In that case, you’ll need to create a new invoice with the correct contact details.

If you’re unable to void an invoice, it’s usually because there’s still a payment applied to it. In Ivorey, invoices are treated as locked financial records. Once a payment has been made, the system requires everything to be fully balanced before allowing any changes to the invoice status, including voiding it.

To proceed, you’ll need to refund the full amount that was paid on the invoice so that the total refunded matches the total paid. Once everything is fully refunded, the option to void the invoice will become available. If the invoice is on a payment plan, you can simply locate each corresponding transaction and refund those payments. After all payments have been refunded, you’ll then be able to void the invoice successfully. This process helps keep your records accurate and ensures everything stays aligned for reporting and integrations.