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09· Billing

Invoices and payments

Bill from the project you already track, let clients pay inside the portal, and stop chasing. Every invoice carries its own status, history, and receipt.

7 min readUpdated 24 Jul 2026Provider account required

Invoices are attached to a client and, optionally, a project. Line items can be pulled from milestones so what you bill matches what you delivered.

01

Create an invoice

Start from the project to inherit the client, currency, and terms. Add line items manually or import completed milestones.

Invoice #0142 · draftMeridian Coffee Co.
Discovery + strategy£3,500.00
Design phase (50%)£4,250.00
Subtotal£7,750.00
VAT 20%£1,550.00
Total due£9,300.00
  • Import milestones to keep billing tied to delivery
  • Add a discount line as a negative amount
  • Attach a PDF purchase order or timesheet to the invoice
02

Tax, currency, and terms

Tax rates are set per line item so mixed-rate invoices work. Terms come from the client record and drive the due date and reminder schedule.

Invoice settings
CurrencyGBP · £
Tax modeExclusive · per line
TermsNet 14
Due date07 Aug 2026
Late feeOff
Reverse charge and exemptionsSet a client to tax-exempt or reverse-charge on their record and the correct note prints automatically on every invoice PDF.
03

Connect payment methods

Connect a provider in Settings → Payments. Clients then pay from the invoice page without leaving your branded portal.

Card

Instant confirmation. Best for deposits and smaller amounts.

Bank transfer / ACH

Lower fees on large invoices; confirmation takes one to three days.

Direct debit / SEPA

Ideal for recurring retainers once a mandate is in place.

Manual / offline

Record a transfer you received outside LynxRise and mark the invoice paid.

CardBank transferDirect debitManual
Fees come from your providerLynxRise does not add a transaction fee. Processing fees are charged by the connected provider under their pricing.
04

Send, then let reminders work

Sending an invoice emails the billing contact and publishes it to the portal. Reminders fire on your schedule and stop the moment payment lands.

Reminder schedule
3 days before dueOn
On due dateOn
7 days overdueOn
21 days overdueManual
  • Reminders use your branding and reply-to address
  • Recurring invoices generate and send on a set day each month
  • Pause reminders on a single invoice while a query is open
05

Track status and reconcile

Every invoice moves through a small set of states. The portal shows clients only what's relevant to them: what's outstanding and what's settled.

Invoices£9,300 outstanding
#0142 · Design phaseSent · due 07 Aug
#0141 · DiscoveryPaid
#0140 · Retainer JulPaid
#0143 · Build phaseDraft
  • Export invoices as CSV or PDF for your accountant
  • Partial payments are recorded and reduce the balance due
  • Refunds and credit notes stay linked to the original invoice
Reconciliation habitMatch manual bank payments weekly. An invoice left as Sent after payment keeps sending reminders to your client.
Clients and contactsProjects and tasksTroubleshooting

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