Invoices and payments
Create invoices, send them, and take payment through your own Stripe account once onboarding is complete.
Updated
LedgerWhat Invoices and payments is.
Invoices are created and sent from your workspace. A payment link uses your connected Stripe account, which depends on finishing Stripe onboarding.
- Create and send invoices.
- Take payment through your Stripe account.
- Follow up on late invoices.
Step by step.
Steps marked Rolling out are not available for every account yet.
- Step 1
Create and send invoices.
- Step 2
Take payment through your Stripe account.
- Step 3
Follow up on late invoices.
What it works with.
Stripe
Who does the work.
Actions that need your approval wait for you, whichever agent prepares them.
- LedgerDrafts invoices and follows up on late ones.
Invoices and payments questions
Questions & answers
What to know about Axiom Helm.
Send invoices and get paid with Stripe. Create and send invoices. Take payment through your Stripe account. Follow up on late invoices.
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Review the record as well as the request.
See finance and bookkeeping for read-only connection boundaries, and use support tickets to keep customer questions together.
If you need hands-on help, review Helm Concierge before discussing the work.