Guide to Invoicing on Found

Overview:

Found enables you to create and send unlimited free invoices, directly from the app. Customize invoices with your logo and colors, add custom items, and even include a personal note.

Offer your clients a variety of online payment options, including direct deposit, credit card, debit card, or Cash App Pay, while always getting paid into your Found checking account.

We make it easy to build a workflow around invoicing by setting up scheduled or recurring payments, sending clients payment reminders, and more.

How to use invoicing on Found:

• Set up Stripe to be accept card payments:

Found partners with Stripe to help you accept card payments, so make sure to set this up first if you want to let clients pay your invoices with credit or debit cards.

In the Invoices tab, make sure to first set up Stripe. On mobile: click ‘Set up’ in the Stripe Banner. On desktop: create an Invoice and click Set up under Payment methods.

• Create and customize an invoice:

Select New Invoice and Create an Invoice. You can create pre-set items for common products or services, attach a document, add a note, and more. 

Upload your logo and customize the invoice color, contact info, and more in your Invoice Settings.

• Send an invoice & build a workflow:

Build an invoicing workflow that works for you by sending a one-time invoice or setting up a recurring send. Set payment terms, track unpaid invoices, and send auto reminders to clients to ensure they are paid.

• Send estimates and requests:

Before you send an invoice, you can send a client an Estimate for them to agree to.

This can include all of the same information as an invoice, but will not have a payment link.

In the Invoices tab, choose New Invoice and then Create an estimate.

You can also request money from someone without sending a formal invoice. This is handy if you want to quickly request money without adding line-items or other information.

In the Invoices tab, choose New Invoice and then Send a request. 

Additional resources:

Creating an invoice:

• How do I create an invoice?

• Can I save my invoice as a draft before sending it to my client? 

• Is it possible to edit an invoice after I send it?

• How do I delete an invoice?

Customizing your invoice:

• How do I customize the appearance of the invoices I send?

• How can I make sure my invoices are sent using my Business Name?

• How do I add a discount to an invoice?

• How do I attach a document to an invoice?

• Can I add a custom note to every invoice I create?

Scheduling invoices:

• How do I send a recurring invoice?

• Can I schedule automatic payments?

Receiving payments via invoices:

• What are the payment methods available when sending an invoice?

• How do bank transfers via invoice work?

• How do I accept card payments in Found?

• Will the funds from a paid invoice go directly into my account?

• When will I receive payment for my invoice? 

• My invoice was marked as paid, where are the funds? 

• How can I issue a refund on a paid invoice?

Other topics:

• How can I securely send a W-9 form to a client?