Once you are in a conversation with a client and have connected your Stripe account you can start invoicing; you may add items before this point but cannot send an invoice.

Adding Items

Open the chat details sidebar and click add item to add an item. Once you add an item you can edit, or delete it by clicking on it in the details sidebar. Adding, editing, and deleting invoice items will be sent as conversation events. The member who creates an item will be associated with it for calculating internal balances. You can also use the /add [amount] [description] slash command to add items.

Changing Currency

You cannot have two upcoming invoice items of different currency as each invoice will be of one currency. If you add or edit an item to a different currency than the rest of the upcoming items, they will all be changed to this currency.

Tax Ids

Your clients can add and edit their VatId under Settings > Account Profile. When you send invoices the client's Vat Id will appear on the invoices.

Sending Invoices

Click the blue "Invoice Now" button or use the /invoice slash command to finalize and send and invoice. A modal confirming the invoice will pop up like below:

Paying Invoices

When an invoice is sent, it will send an email and conversation event with a link to pay the invoice. WIth this link your clients will be able to pay with a credit card or bank transfer depending on the invoice amount and your location.

Stripe Integration

To invoice on Otechie you must attach a Stripe account to your account. Otechie will add customers to your Stripe account for each conversation on Otechie.

Need help?

Do you have any questions that are not answered here? Let us know. We are here to help you.