Invoicing & Payments
Set up payment processing and invoicing workflows
The invoicing and payments system is your financial command center in Critter - where you'll create professional invoices, track payments, and manage your business cash flow. This flexible system supports multiple payment methods including Stripe credit card processing, cash, Venmo, and PayPal, giving you and your customers convenient options. You'll master invoice creation by linking multiple bookings, adding service fees and discounts, managing payment statuses, and providing customers with a seamless payment experience. Getting this system set up properly ensures you get paid promptly and maintain clear financial records for your business.
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Setup Checklist
Understand invoicing options: Stripe, Cash, Venmo, PayPal, and flexible timing approaches
Use date, customer search, and status filters (paid, unpaid, overdue, draft, cancelled, refunded)
Start invoice process by selecting customers and adding memo descriptions
Find and select multiple bookings from date ranges to create comprehensive invoices
Add service fees, additional charges, percentage discounts, and tax rates
Choose to save as draft for later review or send directly to customers
Send drafts, create reminders, edit invoices, and track unique invoice records
Mark invoices as paid for Venmo, cash, or other external payment methods
Review how customers view invoices, payment instructions, and receipt details
Enable credit card payments with automatic invoice completion and tracking
Complete Invoicing & Payment Guide
Complete walkthrough showing every step with real examples and best practices.