No-code quickstart guide

Get started with MoneyCollect Invoicing—no code required.

MoneyCollect Invoicing can help you get paid and save time using the Dashboard. Automatically charge your customer’s payment method on file, or email them the invoice with or without a link to a payment page. You can also send the invoice or payment page link manually.

1. Choose your payment method `optional`

By default, customers can pay invoices with any of the payment methods that you’ve enabled in your Invoice template. If you’re a first-time user, MoneyCollect automatically enables card payment methods. To enable additional payment methods, you need to activate them in your Payment methods settings.

In some situations, there might be restrictions that prevent payment methods from being used for an invoice. For instance, a payment method might only operate in one currency, or have limitations on the amount that can be paid. Stripe doesn’t automatically select a payment method when these limitations prevent it from being used. To learn more, see Payment methods.

2. How to get paid

You can create and send an invoice from the Dashboard. Invoices provide an itemized list of goods and services rendered, which includes the cost and quantity. You can also use them as a tool to collect payment. Learn more about using the Dashboard.

3. Set up custom template

You can use the Invoice template to customize the content of your invoices. Set a default memo, footer, numbering scheme, and determine your default payment terms. Because you know more about your customers and your business than MoneyCollect does, make sure your invoices include all of the required information.

4. Track an invoice

Invoices move through different statuses from the time they’re created to when they’re paid. You can track the status of an invoice on the Invoices page.