Invoices & payments

Money on a project lives in its Payments & invoices tab: invoices your client pays online, plus a ledger of everything collected — including cash and e-transfer you record by hand. Card payments run on Stripe, and the money lands in your account via Payouts.

Creating an invoice

1. 1
   Compose — hit New invoice. One line item by default (description, amount, starting from the project's quoted total when one is set), or apply a package preset Lite to pull in a multi-line package like Wedding Collection.
2. 2
   Address it — the client's email and a due date; the composer defaults to 14 days out, and a due date in the past is refused.
3. 3
   Create the draft — nothing has been sent; the invoice sits numbered and editable on the project.
4. 4
   Send — Snap renders your branded PDF (archived to the project forever), mints a persistent Stripe payment link for the total, and emails the client a private link. The payment link charges directly on your connected Stripe account.

Note: After sending, an invoice is paid two ways: the client pays the link and Stripe's webhook flips it automatically, or you press Mark paid for money that arrived some other way. Void kills the invoice — and deactivates its payment link, so a stale link can never stay payable.

Invoice design

Settings → Billing holds the invoice design card: your numbering (a prefix, 3–6 digits of padding, optionally resetting each year — e.g. INV-2026-0001; numbers are sequential per studio, with gaps only where invoices were voided), a default tax label and rate (empty by default), default due days, terms, and notes — merge fields allowed in both. Every invoice freezes this format at creation: change your settings later and existing documents never change.

What the client sees

The emailed link opens a private invoice page — studio name, status badge, line items, tax line, total due, and your terms and notes — with a Pay — secure checkout button while the invoice is unpaid and a PDF download. The link is a 256-bit token unique to that invoice: no login, unguessable, and you can resend it any time. Voided invoices vanish from their link entirely. The page and email follow your brand, dropping Snap's name entirely when white-labeled.

Recording money you collected yourself

Not every client pays online. Record payment adds a ledger entry for Cash, E-transfer, Cheque, Card (offline), or Other — it lands as succeeded, because the money is already yours. Mis-entered manual rows are voided: the row stays in the ledger tagged [voided] rather than being deleted.

Set the project's quoted total and the tab earns a derived badge you can also see on the pipeline: unpaid, partial, paid, or overpaid, computed from succeeded payments against the quote. Booking deposits taken on your booking page land in the same ledger automatically.