Your First Invoice

A short guide to creating and sending your first invoice in Piraja using Finance and Stripe. From customer to payment link.

Before you start

What you need

You need the Finance module and Stripe integration enabled, and your Stripe account connected. If that's not done yet, see How to Invoice Customers with Stripe and Connect Your First Integration. You also need a customer in the CRM: an Individual or Organization to invoice. Add them from the Individuals or Organizations module if needed.

Create and send

Step by step

1. Open Finance and create a new invoice.
2. Select the customer (the contact or company you're invoicing).
3. Add line items: description, quantity, unit price. You can use Services from your catalog if you've set them up.
4. Save the invoice, then send it (the app uses Stripe to email the customer a payment link).
5. Track status in Finance (e.g. sent, paid). The customer pays via the link in the email.

Best practices

Link every invoice to a contact or company

So you have a clear history on the customer record. Never create an invoice without selecting the correct customer.

Send as soon as the invoice is ready

The sooner the customer gets the payment link, the sooner you get paid. Use How to Get Paid Faster for more tips.

Next steps

For a full step-by-step, FAQ, and more best practices, see How to Create and Send Your First Invoice. If the invoice won't send or the payment link doesn't work, see Invoice Not Sending or Payment Link Not Working.

Frequently asked questions

Do I need Stripe?

Yes. Piraja uses Stripe to send invoice emails and process payments. Connect Stripe in Finance or integration settings first.

Who can I contact for help?

Contact support at support@piraja.io.