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Send the invoice, get the signature, collect the money

Create an invoice or payment link, send it by email or text, and see who has paid. Unpaid invoices get reminders so you do not have to chase.

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Get paid on time: the checklist

0 of 4 done

Invoices and payment linksBill a one-time amount, a package or a subscription.
Contracts with signaturesSend an agreement and see when it is signed.
Automatic remindersSend a note when an invoice is due and when it is late.
A list of everything unpaidSee open invoices and failed payments in one view.

In practice

The order most people set it up in, using the parts below.

Invoices, payments and contracts Automations Contacts and CRM Reports and analytics Shared inbox Calendars and booking

1
Connect Stripe
2
Create products and prices
3
Send an invoice or link
4
Let reminders do the chasing

Questions

Which payment processor does it use?

Stripe. Money goes to your own Stripe account.

Does UpStack take a cut of payments?

No. Stripe charges its own fees. UpStack's price is the monthly plan.

Click around a real account

The demo opens a sample coaching business with contacts, deals, a course, bookings and invoices. No sign-up, and it erases itself when you leave.

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