Creating and sending invoices
Building an invoice
From a project's Invoices tab, click New Invoice. You can compose it from any mix of:
- Approved items — pulled in from the project's rooms, priced at client price.
- Your studio's services catalog (Design Phase, Workshop, Site Visit, etc. — set up in Settings), pre-filled and editable per invoice.
- Free-form lines — description, quantity, unit price, tax, typed straight in.
Invoices are always in the project's currency. Set the issue date, due date, and any notes. Tax is applied per your studio's tax settings (inclusive or exclusive, with your configured rate and label).
An invoice starts as a draft — nothing is sent or visible to the client until you explicitly send it.
Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Being built, not sent |
| Sent | Delivered to the client, awaiting payment |
| Paid | Payment received |
| Overdue | Past its due date, unpaid |
| Void | Cancelled — this can't be undone |
You can Void a draft, sent, or overdue invoice (with a confirmation, since it can't be undone). Once an invoice is paid, it stays paid — void isn't offered.
Sending an invoice
Click Send on a draft invoice. It goes out as a branded email with a payment link.
Getting paid online
Online card payment requires connecting your studio's Stripe account (Settings → Billing). Before that's connected, you can still build and send invoices — you'll see a reminder that clients need your Stripe connection in place before they can pay online. Everything else — building invoices, sending them, and downloading PDFs — works today regardless of Stripe status; the "pay by card in the portal" experience is what's specifically gated on Stripe.
Once connected, payment goes straight to your studio's own Stripe account — Mortar takes a small transaction fee on the payment, the rate depends on the payment method.
Downloading a PDF
Click Download PDF on any invoice, at any status, to get a branded PDF for your own records or to send outside Mortar.
FAQ
Can I edit an invoice after sending it? No — void it and create a new one if something needs to change after it's been sent.
Does an invoice's total ever change on its own? No — an invoice locks in its line items and amounts when created. Later item price changes in the room don't retroactively change an already-created invoice.
What if my client wants to pay by bank transfer instead of card? Online payment currently only covers the card flow through your connected Stripe account — there's no in-app "mark as paid manually" action today, so handle out-of-band payments outside Mortar for now. Contact support if you need help reconciling one.