Create Your First Invoice
Send polished invoices with job details and payment links in seconds.
Send Invoices to Customers
Deliver invoices via email or SMS with live tracking and pay-now links.
Customer Portal for Invoices
Let customers review and pay invoices online in a secure portal.
View and Pay Invoices Online
Share a secure Stripe link so customers can check the invoice and pay immediately.
Invoice Status Tracking
Understand invoice states from draft to paid and how to follow up.
Customise Invoice PDFs
Add branding, colours, and custom terms to your invoice PDFs.
Late Fees and Overdue Invoices
Automate late fees and reminder cadences for overdue invoices.
Handle Partial Payments
Collect deposits or staged payments while keeping balances visible.
Resend or Duplicate Invoices
Send another copy or duplicate an invoice to save time.
Handle refunds and disputes
Issue full or partial refunds, respond to chargebacks with evidence, and protect your business from fraudulent disputes.
Payment Methods Your Customers Can Use
Offer cards, wallets, and bank debits through Stripe with the right fees and timing.
Resolve Failed Payments
Diagnose declines, coach customers through fixes, and retry successfully.
Automate Payment Reminders
Send polite reminders before and after due dates without manual chasing.
Payment escalation playbook
Run the escalation ladder when Stripe payments fail, know when to refund, and keep cash flowing.
Connect Stripe for Payments
Link Stripe to Toolfy so customers can pay invoices online.
Why Payouts Can Be Delayed
Understand Stripe payout timelines and what to do if funds haven't arrived.
Record Manual Payments (Desktop)
Mark invoices as paid via cash, check, or bank transfer from your desktop dashboard.
Reconcile payments with Stripe
Match Toolfy revenue to Stripe payouts, understand fee breakdowns, and export data for accounting software reconciliation.