Invoicing
Create estimates, convert them into invoices, and collect payments. In the Back Office , open Owner's Portal > Invoicing. Its tabs are Invoices, Estimates, Clients, Products, and Settings.
Invoicing is owner-only. It cannot be granted to a custom role.
How It Works
The typical workflow follows these steps:
| Step | What Happens |
|---|---|
| Setup | Configure your business info, tax rates, and product catalog |
| Add Clients | Search for and save trusted clients with contact details |
| Create Estimate | Build an estimate from your product catalog and send it to the client |
| Negotiate | Adjust items, discounts, and shipping as needed — totals recalculate automatically |
| Convert to Invoice | Once accepted, convert the estimate into a formal invoice |
| Collect Payment | Send the invoice with a payment link — customers can pay online via Stripe |
You can also create invoices directly without starting from an estimate.
All list pages include search and status filters to quickly find documents, and a summary bar showing status counts and outstanding balances at a glance. Each document also has an events timeline tracking its full activity history (sent, accepted, paid, etc.).
Pricing
Sending estimates and invoices is free. An invoice you cancel, or a payment you record by cash, check, or transfer, has no Selflane invoicing fee.
For each invoice payment collected online through Stripe Checkout:
| Fee | Amount |
|---|---|
| Card processing | 3.4% + $0.30 per payment |
| Invoicing | 0.5% of the online payment, with a $2 minimum per payment |
Both fees are deducted from the payment; they are not an invoice-sending charge added to your monthly bill. The fee base is the amount collected, including any tip.
For example, a $100 online payment has $3.70 processing and a $2 invoicing fee, leaving $94.30. A $500 payment has $17.30 processing and a $2.50 invoicing fee, leaving $480.20.
The invoicing minimum applies to each online collection, including a remaining balance after a manual payment. For a very small payment, the combined fees are capped at the payment amount.
Processing and invoicing fees are not returned when you refund an online invoice payment. See Invoice payments and refunds.
Payout minimum
Once your restaurant sends an invoice, your Stripe account keeps at least $100 back from each payout. This balance covers refund fees and chargebacks. The rest of your balance pays out on the normal schedule.
If your Stripe balance goes negative, new invoices and online invoice payments pause until it is covered. Pay the balance with your card on file under Payments in the Back Office.
Review Selflane pricing for current published rates.