COHERENCEFrom customer account to paid invoice.
Create and send invoices where your customer relationships already live. Track what is owed, record checks and wire transfers, or offer optional card payments through Stripe.
Included on Pro and Team.
Bill to
Northwind Studio
Website project · PO-1048
- Project milestone
- $4,000.00
- Wire payment recorded
- $1,500.00
- Balance due
- $2,500.00
Payment instructions, invoice details, and the remaining balance are together in the customer view.
- 01Draft from an account
- 02Issue and send the invoice
- 03Record or collect payment
Part of your customer operations
The invoice and its context, together.
Keep invoices with the account
Open the Invoicing tab on a CRM Account to see related invoices and balances. Start a draft with the account selected, and add a deal or project for context.
Put the details in the document
Set line items, currency, discounts, manually entered tax rates, purchase order numbers, and payment terms. Issuing assigns an invoice number and preserves the document details.
Send a link. Share a PDF.
Email a customer link or share it yourself. Customers can view the issued invoice and download its PDF without a Coherence login.
Use your own payment process
Include check, wire, or bank-transfer instructions. Record receipts manually, including partial payments, and see the remaining balance. Stripe is optional.
Offer card payments with Stripe
After setup and verification, customers can pay by card through Stripe Checkout. Charges belong to your connected Stripe account. Stripe processing fees apply; Coherence adds no transaction fee.
Control follow-up and access
Enable overdue reminders and pause them per invoice. Give teammates separate permissions to draft, issue, send, record payments, or manage invoice settings.
Questions about invoicing
Which plans include invoicing?
Customer invoicing is included on Pro and Team, including active trials of those plans. Staff also needs invoice permissions. Free and Starter do not include invoicing. This is separate from your Coherence subscription bill.
Can customers pay by check or wire without Stripe?
Yes. Put your payment instructions on the invoice and record the receipt when it arrives. Partial payments are supported. These are manual records; Coherence does not connect to your bank feed or initiate a wire transfer.
Can I connect my existing Stripe account?
Current setup creates a Stripe account for your business, with Stripe-hosted verification and full Stripe Dashboard access. Linking an existing account is not yet supported. Card payments become available after setup is complete and the account is ready to accept payments.
Does this replace my accounting system?
Coherence handles customer invoices and payment tracking alongside your CRM. Recurring invoices, credit notes, automatic tax calculation, bank-feed reconciliation, and accounting sync are not included in this release.