Send an invoice and take a card payment
- Open Invoices and pick the draft you want, or create a new one.
- Check the line items — the visit rate, any chemicals, and anything you added yourself.
- Choose Send. PoolHelm emails the customer a branded invoice with a link to pay.
- The customer pays by card on a secure Stripe page. The payment records itself against the invoice and the status flips to paid.
What the customer sees
The email comes from your business, not from PoolHelm — a subject line along the lines of “Your invoice from [your business] is ready.” Line items, an amount due, and one link to pay. They don’t sign in anywhere.
If it sits in “sending”
That’s PoolHelm handing the invoice to the email service, and it settles on its own within a moment. If it’s stuck there much longer, the email didn’t go out — check the customer’s email address first.
You don’t have to take cards. An invoice can go out for payment by check, which needs no Stripe connection at all.
Check first. Step 2 is your last chance to change the lines. Once an invoice is sent, its lines are fixed — you void it and create a corrected one instead.
See also: “Record a cash, check, or ACH payment.”