pawpaw
invoicing and stripe payments
articles
- 01
connect stripe to accept payments
pawpaw uses stripe connect — set up once, get paid for every invoice.
3 steps·~2 min - 02
send your first invoice
create, send, and get paid — usually under two minutes.
4 steps·~2 min - 03
automate payment reminders
set pawpaw to nudge clients before and after the due date — no awkward follow-up emails.
3 steps·~2 min - 04
send an invoice by text message
for service businesses where the customer is standing right in front of you, sending the invoice by sms beats email every time. most pay before they leave the parking lot.
3 steps·~2 min - 05
take a deposit before starting work
for jobs that need materials or a chunk of your time, ask for a percentage upfront. pawpaw splits one invoice into a deposit + balance so you don't have to track two separate bills.
3 steps·~2 min - 06
refund a customer (full or partial)
things happen — wrong charge, returned item, billing mistake. pawpaw refunds the customer through stripe in two clicks. the books update automatically.
3 steps·~2 min - 07
set up recurring invoices
for monthly retainers, weekly services, or any client who gets billed on a schedule. set it up once and pawpaw drafts and sends the invoice automatically.
3 steps·~2 min - 08
add an automatic late fee
some customers will pay on time as long as they know there's a cost for not doing it. pawpaw can apply a late fee automatically once an invoice goes past due.
3 steps·~2 min - 09
customize your invoice emails
the default subject and body work, but a sentence in your own voice makes the email feel like it's from you, not from "a software". customers reply to those emails more often.
3 steps·~2 min - 10
save an invoice as a draft (and come back to it)
for invoices you're still building — waiting on a final number, missing a customer's email, or just want to review later. drafts stack up in your drafts queue until you send them.
3 steps·~2 min - 11
send a stack of drafts in one click
for operators who batch-write invoices on friday afternoon. once you've got a queue of drafts ready, the bulk-send bar pushes them all out without opening each one.
3 steps·~2 min - 12
preview what your customer sees before sending
every send button has a "preview email" partner. it renders the actual email — your branding, your line items, your payment link — so you can catch a typo before the customer does.
3 steps·~2 min - 13
edit an invoice you already sent
wrong amount, missing line item, customer asked for a tweak — you can edit any unpaid invoice and re-send. paid and cancelled invoices are locked because they're audit history.
3 steps·~2 min - 14
pull products and services from your catalog
instead of typing line items every time, use the catalog picker — it pulls magpie products and mockingbird services with name, price, and any default deposit % already filled in.
3 steps·~2 min - 15
apply an otter promo code to an invoice
for invoices that should carry a discount — a flash sale, a thank-you, a referral perk. type the code on the new-invoice form and otter validates it and applies the discount line.
3 steps·~2 min - 16
see one client's full invoice history
every client has a detail page with their lifetime stats — total paid, currently outstanding, and every invoice ever sent. useful before a sales call or when a customer asks "what did i pay last time?"
3 steps·~2 min - 17
pin an invoice to a specific location
for clients with multiple sites — "building 3," "the elm st store," "the warehouse vs. the storefront." pinning an invoice to a dragonfly location keeps the work straight in the customer's mind and yours.
3 steps·~2 min - 18
invoice from a crawdad completed job
when a crawdad job is marked complete, pawpaw gets a draft invoice with the customer + tracked time + line items already filled. one click in crawdad becomes a ready-to-review invoice in pawpaw.
3 steps·~2 min - 19
save a customer's card for one-tap re-charges
previewwith the customer's permission, pawpaw stores their card as a saved payment method. next time they owe you, you can charge the saved card without sending a payment link.
3 steps·~2 min - 20
make any invoice recurring
for retainers, weekly services, or monthly memberships — set the cadence once and pawpaw drafts and sends a fresh invoice on each cycle.
3 steps·~2 min - 21
manage your recurring schedules
the recurring page lists every schedule with its cadence, next-run date, and status. pause for seasonal customers, resume when they're back, delete when the relationship ends.
3 steps·~2 min - 22
cancel an invoice you sent by mistake
for an invoice you shouldn't have sent — wrong customer, duplicate, dispute that needs to be reissued. cancel marks it as void without deleting the audit trail.
3 steps·~2 min - 23
download an invoice as a pdf
for customers who need a paper copy or accountants who file pdfs. pawpaw renders any invoice — paid or unpaid — as a clean printable pdf with your branding.
2 steps·~1 min - 24
set up your business info
the business name, email, phone, and address from settings show on every invoice email and pdf. fill them in once before your first send.
3 steps·~2 min - 25
what your customer sees on the pay page
when a customer clicks the payment link, they land on a branded pawpaw-pay page. it's stripped down to one job — pay this invoice — and shows your business info, the line items, and the payment form.
3 steps·~2 min
still need help with pawpaw?
we respond to every message within 24 hours.