Hurdlr Pro includes an invoicing feature, allowing you to invoice your clients, collect payment, and streamline your accounting.
Before sending your first invoice, you’ll need to ensure you’ve completed your Invoice Settings.
Creating an Invoice
On the Mobile App
On the Mobile App
Tap on the 3 dots icon in top left corner
Tap ‘Invoicing’
Tap the ‘+’ button in the top right corner
Choose the Business and Client the invoice is for
If you haven’t already entered your client’s email address, enter that in the ‘Client Email’ field (you can also CC or BCC yourself or another email address)
Tap ‘+Add Items’
Enter a custom line item or tap ‘Search expenses or time’
If you tap ‘Search expenses or time’, you can select expenses or time that you’ve tagged to that client. Tap the entries you want to add to the invoice to select them, then tap ‘Done’ in the top right corner
When entering an item, you have the option to ‘+Add Sales Tax’. Sales tax is added per line item, so you have control over which items are taxed
If desired, apply a discount by setting the percentage or dollar amount of the discount
After adding all of your items, tap ‘Next’ in the top right corner
Set the invoice date, terms (ie. due date), frequency (ie. if it’s a recurring invoice or not), and whether you’d like to send payment reminders
If desired, attach files (such as receipts) by tapping the ‘+Add’ button under ‘Attachments’
If desired, customize the ‘Message’ field with a custom message you’d like included on the invoice
Tap ‘Next’ in the top right corner
Select how you’d like to accept payment
Directly through the invoice via Hurdlr’s Stripe Integration (Stripe fees apply)
Bank Account (ACH) - This option allows your customers to pay via ACH. Stripe’s processing fee for ACH payments is 0.8% with a $5.00 cap.
Credit Card - This option allows your customers to pay via credit/debit card. Stripe's processing fee for credit/debit card payments is 2.9% plus 30 cents.
Charge Saved Payment Method - You can automatically charge your customers for their invoices using a saved payment method. If your client has not already added a card on file, choosing this option will send your client a request to add a payment method for automatic payment. Read more about setting up this option here.
Outside of the invoice/Hurdlr
Cash/Check - If you accept payments other ways (cash, check, Venmo, Zelle, PayPal, etc), you can certainly continue accepting them that way outside of Hurdlr’s payment collection feature. When sending the invoice, just be sure to disable the Credit Card and ACH payment processing options and only keep the Cash/Check option selected.
We recommend collecting payments through your invoices as your clients will pay you more quickly with the direct payment link in the invoice, and Stripe will automatically deposit that income into your bank account. Note that Stripe’s fees apply, but there are no additional charges from Hurdlr for using these options.
On the Web App
On the Web App
Click on ‘Invoices’ on the left side of the screen
Click the ‘+New Invoice / Quote’ button
Choose the Business and Client the invoice is for
If you haven’t already entered your client’s email address, enter that in the ‘Client Email’ field (you can also CC or BCC yourself or another email address)
You’ll see a few options appear: Add Item, Expense, or Time & Task
By selecting ‘Add Item’, you can add a custom line item to the invoice
By selecting ‘Expense’, you can choose an existing expense that you’ve tagged to your client and it will be automatically added to the invoice
By selecting ‘Time & Task’, you can choose an existing time entry that you’ve tagged to your client and it will be automatically added to the invoice
If desired, attach files (such as receipts) by clicking on the ‘+Attach File’ button under Attachments
If desired, customize the ‘Message’ field with a custom message (800 character limit) you’d like included on the invoice
In the top right corner, you can then set the invoice date, terms (ie. due date), frequency (ie. if it’s a recurring invoice or not), and whether you’d like to send payment reminders or apply a discount
Select ‘Next’ in the top left corner
Select how you’d like to accept payment
Directly through the invoice via Hurdlr’s Stripe Integration (Stripe fees apply)
Bank Account (ACH) - This option allows your customers to pay via ACH. Stripe’s processing fee for ACH payments is 0.8% with a $5.00 cap.
Credit Card - This option allows your customers to pay via credit/debit card. Stripe's processing fee for credit/debit card payments is 2.9% plus 30 cents.
Charge Saved Payment Method - You can automatically charge your customers for their invoices using a saved payment method. If your client has not already added a card on file, choosing this option will send your client a request to add a payment method for automatic payment. Read more about setting up this option here.
Outside of the invoice/Hurdlr
Cash/Check - If you accept payments other ways (cash, check, Venmo, Zelle, PayPal, etc), you can certainly continue accepting them that way outside of Hurdlr’s payment collection feature. When sending the invoice, just be sure to disable the Credit Card and ACH payment processing options and only keep the Cash/Check option selected.
We recommend collecting payments through your invoices as your clients will pay you more quickly with the direct payment link in the invoice, and Stripe will automatically deposit that income into your bank account. Note that Stripe’s fees apply, but there are no additional charges from Hurdlr for using these options.
Saving and Sending an Invoice
After following the steps above to create your invoice, you have 5 options for sending, sharing, or saving your invoice.
The ‘Save and Send’, ‘Save Final Without Sending’, and ‘Create Link to Invoice’ options will save a finalized, non-modifiable version of your invoice. If you still need to make changes to the invoice, select the ‘Save as Draft’ or ‘Send as Quote’ options instead.
Save and Send - Select this option if you’re ready to send the invoice directly to your client now.
Save Final Without Sending - Select this option if this is the final version of the invoice, and it will not require any modifications. You can come back and send it to your client at a later date or print it, if you’re not emailing it to your client from within Hurdlr.
Create Link to Invoice - Select this option to copy a link directly to the invoice that you can share with your client any way you’d like. Note that similar to “save final without sending, this will finalize the invoice and no further modifications will be permitted.
Save as Draft - Select this option if you may need to edit the invoice later before sending it to your client. Once it’s saved, you’ll be able to make changes to it before sending it to your client.
Send as a Quote - Select this option if this invoice is a quote or estimate and you’re ready to send it to your client (or potential client) now. Sending it as this option will inform the client that it’s a quote and shows a ‘DRAFT’ watermark across the invoice.
Create Link to Invoice
When creating or editing an invoice, you can select the ‘Create Link to Invoice’ once your invoice is finalized in order to generate a link directly to your invoice. This allows you to share the invoice with your client any way that you would like.
When you copy an invoice link to send to a client, it will finalize the invoice, and you will not be able to go back to make modifications.
Create Link for an Active, Unpaid, or Processing Invoice
Navigate the the Invoicing Dashboard
Change filter Type to Active, Unpaid, or Processing
Click on the blue arrow and select ‘Create Link’ from the drop down
Select ‘Copy Link’
This will generate a link directly to the invoice, which can be shared with your client
Please note that it’s not possible to generate an invoice link for any invoices that are Drafts, Archived, or Refunded.
Copy Invoice Receipt Link
Once an invoice is paid, you can still copy a link to the receipt of this invoice by following these steps:
Navigate the the Invoicing Dashboard
Change filter Type to Paid
Click on the blue arrow and select ‘Create Link’ from the drop down
Select ‘Copy Link’
This will generate a link directly to the receipt of this paid invoice, which can be shared with your client