Creating & Sending Invoices

Noddle lets you create and send professional invoices directly from the platform — no separate billing tool needed. Invoices can be sent by email or SMS and paid online by your clients.

---

Before You Start: Connect a Payment Processor

To collect payments through Noddle invoices, you need to connect Stripe or another supported payment processor.

1. Go to Settings > Payments > Integrations.
2. Click Connect next to Stripe.
3. Follow the Stripe authorization flow.

Once connected, Noddle can process card payments on your behalf.

---

Creating an Invoice

1. Go to Payments > Invoices in the left menu.
2. Click + New Invoice.
3. Fill in the invoice details:
   • Contact — search for or select the client
   • Invoice Name — what this invoice is for
   • Line Items — add products or services with name, quantity, and price
   • Tax — add a tax rate if applicable
   • Discount — apply a discount amount or percentage
   • Due Date — when payment is expected
   • Notes — any additional information for the client
4. Click Save.

---

Sending an Invoice

1. From the invoice, click Send.
2. Choose the delivery method: Email, SMS, or Email & SMS.
3. Customize the message if needed.
4. Click Send Invoice.

The client receives a link to a hosted payment page where they can review the invoice and pay by card.

---

Invoice Templates

If you send similar invoices regularly, create a template to save time:

1. Go to Payments > Invoices > Templates.
2. Build the template with standard line items, tax, and terms.
3. When creating future invoices, start from this template instead of from scratch.

---

Tracking Invoice Status

All invoices are listed in Payments > Invoices with a status:

---

Automating Invoice Delivery

Invoices can be sent automatically through Automations. For example:

• Trigger: Opportunity marked as Won
• Action: Send Invoice (using a template)

This ensures clients receive their invoice the moment a deal closes, without anyone having to manually create and send it.