Help Center
Invoices and getting paid
Send invoices, take payments online, and record the rest.
Updated October 15, 2026
Every invoice and pay application in Werx lands on the Invoices list. The list is your accounts receivable. Status cards at the top show what is open, paid and past due, so you know who to call before the end of the month.
- In the left navigation, click Revenue > Invoices. The list is your accounts receivable: every invoice and pay application with its status and balance.
- Click an invoice to open it.
- Click Save & Send to email the invoice. The customer gets a link to view it in the portal and, when Stripe is connected, pay online by card.
- To record a check, cash or bank payment, open the Payments menu at the top and choose Apply Payment. Enter the amount, date and method, and click Save.
- The balance due and the project's collected total update as soon as the payment is saved.
Invoice types
- Pay applications bill a contract project by percent complete. See Create Pay Applications.
- T&M invoices bill the time and items logged on a T&M project. See Time & Material Invoice.
Online payments
With Stripe connected, the customer's portal page has a Pay Now button. Card payments are recorded on the invoice automatically. See Get Paid Online.
Invoices FAQ
How do I record a partial payment?
Use Apply Payment and enter the amount received. The balance due updates and the invoice stays open until it is paid in full.
Can I resend an invoice?
Yes. Open it and click Save & Send again. The portal link stays the same.
Does a payment sync to QuickBooks?
Yes, for connected accounts. The invoice syncs when you send it and the payment syncs when you record it.