Payment Links in Invoices

When you create and send an invoice in Pitchbooking, the recipient will automatically receive an email notification. This email includes a secure payment link, allowing users to pay their invoice quickly and easily online.

Each invoice email includes:

• The invoice number and issuing organisation

• The total amount due and payment due date

• A “Pay Now” button

Clicking “Pay Now” directs the recipient to a unique online checkout, where payment can be made instantly via Stripe.

Using the payment link offers several benefits:

• Faster payments via secure online checkout

• No need for manual bank transfers

• Automatic tracking of payments within Pitchbooking

Some users may prefer to pay via bank transfer. In these cases:

• Provide the appropriate details in the ‘Invoice Instructions’ section, including bank account information and any reference requirements

• Ensure the user understands how to complete the transfer correctly

Once a bank transfer payment is received, you must manually record the payment in Pitchbooking to keep your Outstanding Payments report accurate.

To maintain clear financial records:

• Encourage users to pay via the provided payment link wherever possible

• Manually log any offline payments, such as bank transfers, as soon as they’re received