Send an invoice and record payment
An invoice is the payment request. YardBill sends it as an email with a link; your customer opens it, sees the total, and pays you through whichever method you set up. When the money arrives — in your Stripe dashboard, your bank, your Venmo, wherever — come back here and mark the invoice paid. YardBill doesn't check your bank for you. That's the one bit of manual work.
1. Send the invoice
Same flow as a quote. Open the invoice in draft and tap Send to customer — YardBill emails them a link and the PDF.
Writing the invoice from scratch? Invoices → New invoice. Pick the customer, drop line items from your chips, set the due date, save draft or save & send.
2. How the Pay with card button works
Set up a payment link in Settings → How customers pay you and customer invoice pages and PDFs can show a Pay button. The button opens your Stripe, Square, or PayPal payment link — whatever provider you connected.
YardBill does not process the payment. The money goes directly from your customer to your Stripe (or Square, or PayPal) account — the same place it would if you sent them the link yourself. YardBill saves you the copy-paste.
If you haven't set up a payment link, the button won't show, and you'll rely on the next section.
3. Other ways customers can pay
Most solo operators accept payment several ways — card through Stripe, Venmo, Zelle, check, cash. Put a one-line note about what you accept in Settings → How customers pay you → Other ways to pay. It appears on new invoices, and you can edit it before sending.
4. Record the payment
When the money lands, open the invoice in YardBill and tap Record payment. Enter:
- Method — card, check, cash, Zelle, Venmo, or other.
- Amount — the full balance for a full payment, or less for a deposit or partial.
- Date — when the money actually arrived.
- Note (optional) — the check number, Venmo handle, or Stripe charge ID for your own records.
Full payment marks the invoice "paid." Partial leaves it "partially paid" with a remaining balance — record another payment when the rest comes in.
5. Void vs. delete
Two actions that look similar and aren't.
Void (keep for records) marks the invoice null-and-void but keeps it in your history and keeps the invoice number in sequence. Use this when the customer isn't going to pay — you voided the job, they cancelled, whatever. Your books stay accurate, and the invoice is there if you ever need to show it.
Delete removes the invoice entirely. Use this only when you sent it by mistake (wrong customer, duplicate). If you're unsure, void it.
Setting up card payments for the first time? The payment-link field is in Settings → How customers pay you.