Invoices / Payment / Recurring

You need to send the invoice for it to be logged. You can always tell your client ahead of time and manually “mark it as paid” when the clients pay you outside of HB. This also sends them a receipt for their records as well 

Thanks, Diana. I know I can send the invoice, but I don’t want to. I’m asking if there is a way around sending the invoice.

Not that I know of 

Hey @Billie Hara Sharp , I frequently get double invoices from different coaching programs or memberships I’ve opted into. From the customer side, it’s a minor annoyance, but I delete or filter the emails out if I don’t want them. :) 

Hey @Billie Hara Sharp!

We actually do have a way where you can mark a payment in an invoice as paid (so you can track it for your bookkeeping) without having to send anything to your client! 

I’m sharing our help center article about this here so you can check out the step by step instructions :) 

I hope this helps!