Help

Invoices and payments

Invoices

Updated 31 October 2026

Create an invoice

Finished walks that aren't on an invoice yet are listed on Invoices as ready to invoice. Press Create invoice beside a client, or press New invoice and pick the client.

  • Bill completed walks adds their walks, with prices and any discount carried through from the booking. You can add your own lines with Add line item.
  • The Due date starts from your payment terms in Settings, and you can change it.
  • How your client can pay comes from Settings → Getting paid. Untick any you'd rather not offer on this invoice.

Press Create invoice. It opens as a draft so you can check it. Nothing goes to your client until you send it, and you can change a draft with Edit draft.

Send it

Press Send invoice and choose how:

  • Email: Pack emails your client a View and pay button and the PDF, in your business name.
  • Share link: copy a link to the invoice's page and send it however you like.
  • I'll send it myself: download the PDF to print or attach.

Sending issues the invoice. After that it can't be changed, only voided and reissued.

Invoice a client automatically

On a client in Clients, set Invoicing to Weekly, Fortnightly or Monthly. The morning after each period ends, Pack prepares a draft invoice of that client's walks, ready for you to check and send. It never sends one for you. When drafts are waiting, Invoices shows them, and Review and send lets you send them together. A schedule starts with the next period, so walks before it stay ready to invoice by hand.

Payment reminders

Turn on Payment reminders in Settings → Getting paid, and Pack can email your client 3 days before an invoice is due, on the day, and 7 days after, until it's paid. You can turn them off for any invoice when you send it. Reminders go by email, so your client needs an email address in Pack.

Record a payment

A card payment through the invoice's page marks it paid by itself. For cash or a bank transfer, open the invoice, press Record payment, choose how it was paid and the Date received.

Recorded one by mistake? Press Remove this payment and the invoice goes back to unpaid. A card payment can't be removed: that money went through Stripe, and goes back as a refund from your Stripe Dashboard.

Fix a sent invoice

Press Make a corrected copy. Pack voids the invoice and makes a draft copy for you to fix and send. Its notes say which invoice it replaces, so your client can match the two. To cancel an invoice outright, press Void; that can't be undone.

Want to take card payments? See card payments and autopay.