DrivenSuite: Invoices & Getting Paid

Invoices are how you bill customers and get money in the door. DrivenSuite makes the whole cycle — create, send, remind, collect, reconcile — automatic.

Creating an invoice

1. Go to Sales → Invoices → New Invoice.
2. Pick the customer (or add one on the fly).
3. Add line items: description, quantity, unit price. Tax is applied based on the customer's tax setting.
4. Set a due date — 14 or 30 days is typical.
5. Click Save & Send to email the customer right away, or Save as Draft to review first.

The customer receives a clean, branded PDF with a Pay Now button.

Getting paid

Customers can pay several ways:

• Card online — they click Pay Now and enter card details on a secure page. Funds land in your processor account, and the invoice is marked paid automatically.
• In person — record cash or card payments from Invoices → [Invoice] → Add Payment.
• Bank transfer / ACH — your account details show on the invoice; mark it paid manually when funds arrive.

Reminders & overdue invoices

Under Setup → Invoice Reminders turn on automatic reminder emails — 3 days before due, on the due date, and at 7 / 14 / 30 days overdue. Most owners see overdue invoices drop in half within a month of enabling reminders.

The Sales → Invoices → Overdue view shows everything still owed, oldest first, so your end-of-month chase list is one click.

Recurring invoices

For monthly retainers or subscriptions, open an invoice and choose Save as Recurring. Pick the frequency (weekly, monthly, quarterly), and DrivenSuite generates and sends a fresh invoice on schedule without you lifting a finger.

Statements

Need to send a customer a year-end statement? Customers → [Customer] → Statement generates a PDF of every invoice and payment for any date range.

Common gotchas

• Wrong tax on the invoice? Check the customer's tax setting first — it usually flows from there, not the line item.
• Card payments failing? Confirm your payment processor is connected under Setup → Payment Methods. A failed processor connection is the most common reason.