Step-by-step guide to creating and sending your first invoice in Piraja CRM using the Finance module and Stripe. From contact to paid.
Introduction
Why invoice from the CRM
When invoicing lives in the CRM, the invoice is linked to the right contact or organization and appears in their activity history. The Finance Module in Piraja works with the Stripe Integration so you can create, send, and track invoices without leaving the app.
Before you start: The Finance and Stripe integrations must be enabled for your business, and you must have connected your Stripe account. See How to Invoice Customers with Stripe for the full setup.
Step 1: Open Finance and create an invoice
Navigate to Finance
- Open the Finance module from your navigation or sidebar.
- Choose Create invoice (or the equivalent action).
- You may be asked to select the customer: pick the Individual or Organization you are invoicing. If they don't exist yet, add them first from Individuals or Organizations.
Add line items
- Add one or more line items: description, quantity, unit price (and optionally tax). You can use Services from your catalog if you have set them up.
- Set currency if the form allows it; otherwise the invoice uses your or the business default.
- Review totals and any VAT/tax before saving.
Step 2: Save and send
Save the invoice
- Save or create the invoice. It is now stored in Finance and linked to the customer.
- To send the invoice, use the Send or Email action from the invoice detail or list. The system uses Stripe to send the invoice email with a payment link so the customer can pay online.
What the customer receives
The customer receives an email from your Stripe setup with a link to view and pay the invoice. Payment is processed by Stripe; once paid, the status in Finance can update so you see it as paid in the CRM.
After sending
Track status
- In the Finance module you can see invoice status (e.g. draft, sent, paid). Use filters or the invoice detail to check payment status.
- The contact or organization record may show the invoice in activity or a related list, so you have full context when you open the customer.
If payment is delayed
Use Tasks to set a follow-up reminder, or see How to Get Paid Faster for tips.
Best practices
Link every invoice to a contact or organization
That gives you a clear audit trail and activity history. When you open the customer you see all their invoices and payments in one place.
Use Services for recurring line items
Reuse descriptions and pricing from your Services catalog so invoicing is faster and consistent. See How to Create a Service and Add It to an Invoice.
Send as soon as the invoice is ready
The customer receives the payment link quickly and you reduce days sales outstanding. Avoid leaving invoices in draft for long.
Check Stripe is connected before creating invoices
If Send fails or you see sync errors, see Stripe Connection or Sync Issues and Invoice Not Sending or Payment Link Not Working.
Frequently asked questions
Do I need Stripe to create invoices?
Yes. Invoice creation and sending in Piraja use the Stripe integration. Connect Stripe first via Finance or integration settings. See How to Invoice Customers with Stripe.
Can I edit an invoice after sending?
That depends on your workflow and Stripe behaviour. Often you can amend a draft; once sent, check the Finance or Stripe UI for options to correct or void. If you need to resend, use the Resend option after fixing the customer email if needed.
Can I use Services as line items?
Yes. When creating an invoice you can add line items from your Services catalog so name, description, and price are filled automatically. Adjust quantity and optionally override price per line.
What if the customer didn't receive the invoice email?
Confirm the customer's email address on the invoice and ask them to check spam. Then use Resend from Finance if available. See Invoice Not Sending or Payment Link Not Working for more.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
Create your first invoice from the Finance module, link it to the customer, add line items, save, and send. The customer pays via Stripe and you track status in the CRM. For full setup see How to Invoice Customers with Stripe and the Finance Module guide.