Invoicing
Create, send, and manage invoices. Set up recurring invoices and payment reminders.
Articles
Create Your First Invoice
Step-by-step guide to creating and sending a professional GST invoice.
Customising your invoices and quotes
Choose a template, set your logo, colours and fonts, control what prints, rename columns and reorder sections. Everything that shapes how a document looks.
Set up recurring invoices
Bill the same client on a schedule without retyping the invoice. Set the frequency, the dates, and whether it sends itself.
Payment Reminders
Automatically chase overdue invoices so you get paid faster.
Download Invoice as PDF
Generate a professional PDF of any invoice for printing or emailing as an attachment.
What your client sees when they pay
The Pay Now button, the checkout page, what happens the moment they pay, and the fees that come out before the money reaches you.
Pause, change or stop a recurrence
The Recurring tab is where you edit a schedule, pause one, cancel it for good, or check every invoice it has already produced.
Put your branding on what clients see
Where your logo and business details actually appear, what size the logo should be, and which parts of a document branding does not reach.
Connecting Stripe for Online Payments
Connect Stripe and switch on bank transfer, BPAY and PayID, so an invoice carries the ways your clients actually want to pay.
Frequently asked questions
Yes. When creating an invoice, choose whether prices are GST-inclusive or GST-exclusive. OneBookPlus calculates the 10% GST automatically on each line item and displays the subtotal, GST amount, and total. This information also flows into your accounting reports and BAS preparation.
Yes. Go to Settings, then Business Profile to set your invoice prefix (e.g., "INV-" or your business initials). Invoice numbers auto-increment from there. Each invoice gets a unique number automatically.
Open the invoice and click "Send". The client will receive an email with a link to view the invoice online. From there, they can see the full details and pay online (if you have Stripe connected). You can also download the invoice as a PDF and send it manually.
Yes, if you connect Stripe in Settings, then Card Payments. When you send an invoice, clients see a "Pay Now" button that takes them to a secure Stripe Checkout page. Once they pay, the invoice is automatically marked as Paid.
Open the invoice and click "Mark as Paid". This is useful when you receive payment via bank transfer, cash, or other methods outside of Stripe.
Open the invoice, click the three-dot menu, and select 'Send Reminder'. You can also set a schedule that chases overdue invoices for you, on the invoice reminders screen at /dashboard/accounting/invoice-reminders.
Yes. Connect your Stripe account in Settings, then Card Payments. Clients can then pay invoices online via credit card, Apple Pay, or Google Pay.
Related help categories
Looking for what it does rather than how to use it? Invoicing in OneBookPlus.