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Getting Paid1 min readUpdated 2026-03-27

Send your first invoice

The safest path from draft to paid invoice, including online payment, deposits, and follow-up.

Build the invoice with operational intent

Your first invoice should not be a formatting exercise. Use it to validate your due dates, line item structure, taxes, and payment instructions.

Client invoice tax is determined inside Ratio from your workspace tax rates or manual overrides before checkout. Stripe collects the final invoice amount you send; it does not recalculate invoice tax at payment time.

If you normally collect deposits or offer payment plans, test the path you actually plan to use with clients.

  • Confirm the client and project are correct.
  • Use reusable services where possible.
  • Check due date, currency, tax treatment, and footer notes.
  • Preview the public invoice page before sending.

Payment options

  • One-time payment
  • Deposit now, balance later
  • Installments or payment plan
  • Autopay after a payment method is saved

After the invoice is sent

  1. 1Watch the invoice status on the invoice detail page.
  2. 2Use reminders and collections tools instead of chasing manually from memory.
  3. 3If the invoice is paid online, confirm the payment record and payout tracking are visible in Payments.