Stripe – Sending your customers their invoice via Email

This guide shows you how to email an invoice to a customer with a Stripe payment link, allowing them to view and pay their invoice online.

Step 1: Process the Invoice

  1. Make sure the invoice is processed before sending.

Step 2: Open the Email Invoice Option

  1. Click the Arrow button on the top right of the invoice.
  2. Select Email Invoice.

Workshop Software stripe - sending your customers their invoice via email showing 'arrow' button on the top right of the i...

Step 3: Enable Payment Request

  1. In the email pop-up, find the Request Payment toggle.
  2. Set the toggle to Yes.

Workshop Software screen showing please toggle this to 'yes'

Step 4: Check the Email Body and Send

  1. Make sure the email body includes the placeholder %InvoiceURL% — this creates the link your customer uses to pay.
  2. Click Send.

Workshop Software stripe - sending your customers their invoice via email showing 'send'

What the Customer Receives

The customer receives an email with a link to view and pay their invoice:

Workshop Software screen showing the email will look something like this

Payment Screen

When the customer clicks the link, they are taken to the payment screen:

Workshop Software stripe - sending your customers their invoice via email showing one of the two buttons that say 'pay now'

Workshop Software screen showing if you press 'view invoice' you will be taken to a pdf copy of the invoice in...

Payment Confirmation

After payment is processed, the customer sees a confirmation:

Workshop Software screen showing this will bring up a pop-up box to enter your card details

Workshop Software screen showing you should be taken to a screen that says 'payment successful' with a green b...

Good to Know

  • You must have Stripe integrated with Workshop Software for this feature to work. Set up Stripe in Settings > Payment Integrations.
  • The %InvoiceURL% placeholder is required in the email body — without it, the customer will not receive a payment link.
  • Payments made via Stripe are automatically recorded against the invoice in Workshop Software.

Frequently Asked Questions

What if the customer does not pay immediately?

The payment link remains active. The customer can return to it at any time to complete payment.

Will I be notified when payment is received?

Yes, the payment will appear in Workshop Software once Stripe processes it, and the invoice status will update accordingly.

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