Client

How to schedule or automate an invoice through Stripe within your dashboard

This will be helpful if you have long term placement jobs or wants to make a invoice charge for future.

Please make sure your Stripe API keys are put in. Must be done before sending an invoice. https://learn.enginehire.io/en/knowledge/how-to-get-stripe-api-keys

 

1. In your dashboard, select the Clients Tab.

Screen Shot 2023-10-25 at 1.08.56 PM

2. Select the Client that should receive and invoice.

3. From the Admin screen.

Screen Shot 2023-10-25 at 1.09.35 PM

In the second row, select Payment/Credit.

Screen Shot 2023-10-25 at 1.09.21 PM

4. In Payments tab -> Enter the amount you want to schedule a invoice and click on a button with arrow and little timer. Please refer the attached image.

5. It will open a popup to select a time to schedule a invoice - Select appropriate option. You can also select specific date from future and time. 

6. Click on the Submit button and it will schedule a invoice.

 

You can also send invoice / charge client directly, refer this article given below,

https://learn.enginehire.io/en/knowledge/how-to-send-a-client-an-invoice-through-stripe-within-your-dashboard

 

Important Note: If the Client has not entered stripe information, invoices can be sent but can not be automatically collected.