Generate and send professional financial documents directly from your purchase page.
Document Types
| Document | When to Use |
|---|---|
| Payment Schedule | Show the full breakdown of deposit + balance with due dates |
| Deposit Invoice | Request the deposit payment from your client |
| Balance Invoice | Request the balance payment |
| Deposit Receipt | Confirm deposit received (must mark deposit as paid first) |
| Balance Receipt | Confirm balance received (must mark balance as paid first) |
| Full Receipt | Confirm all payments received |
| Contract PDF | The signed or unsigned contract document |
How to Use
- Download — Get any document as a PDF
- Email to Client — Send a document with your payment links automatically included
- Bundle Download — Download all documents as a ZIP file
Payment Links
Your Venmo, PayPal, and Zelle handles are automatically included on invoices when you configure them in Settings > Payment & Contact.
Email Delivery
Document emails include a 60-second cooldown between duplicate sends to prevent accidental spam. Emails are logged for your records.
Common Questions
Why can't I send the deposit receipt?
Mark the deposit as paid first. Receipts require the corresponding payment to be recorded.
Why are my payment links missing?
Set them in Settings > Payment & Contact profile.
Which receipt should I send?
Send the deposit receipt after receiving the deposit. Send the full receipt after receiving all payments.