Partner Invoicing

The invoicing system is available to partner organizations with the same features as the business Back Office. You can create product catalogs, build estimates, send invoices, and collect payments — all scoped to your partner organization.

How It Works

The invoicing workflow and features are the same for partners and businesses. Refer to the Back Office invoicing documentation for full details:

• Setup — configure invoice settings, tax rates, and product catalog
• Clients & Contacts — build your client database and manage contacts
• Estimates — create, send, and negotiate estimates
• Invoices — create invoices, send them, and manage credit notes
• Payments — collect payments via Stripe or record manual payments

Partner-Specific Notes

• All your invoicing data (products, clients, estimates, invoices) is scoped to your partner organization and separate from any business accounts
• Clients you add can include businesses or other partner organizations on the Selflane platform
• Online payments via Stripe are routed through your organization’s connected Stripe account
• Customers who receive your invoices can view all documents you’ve sent them from their own dashboard