Invoicing

Once the quote is signed, you can convert it to an invoice in a few clicks.

Convert to invoice

1. Open the signed quote

2. Click "Convert to invoice"

3. A legal invoice number is generated

4. Set the due date

5. The invoice is created

Legal numbering

Invoices are automatically numbered according to your configuration:

• Customizable prefix

• Annual or continuous sequence

• Never gaps in numbering

Send invoice

• Download the PDF

• Send by email from Joinways

• Client receives the invoice with your bank details

Mark as paid

1. Open the invoice

2. Click "Mark as paid"

3. Enter the payment date

4. Invoice changes to "Paid" status

Payment tracking

Easily see:

• Invoices awaiting payment

• Overdue invoices

• Paid invoices

Invoicing with Stripe from a Signed Quote

Prerequisites

• A quote with status Signed (see “E-signature”).
• A Stripe connection configured for the workspace (Workspace settings > Integrations > Stripe or Billing). Without Stripe, invoice generation from the app may be unavailable or limited.

Generate an invoice from a signed quote

1. Open the event and go to the Quotes tab.
2. Open the signed quote.
3. Click Generate invoice (or Create invoice). A modal or page opens.
4. Check or complete client details:

• Name
• Email
• Billing address
• Any Stripe-required fields (e.g. VAT number for B2B).

1. Set the payment due date (number of days or a specific date), if required.
2. Confirm. The invoice is created in Stripe and can be sent to the client by email (depending on your Stripe setup). A PDF may be available from Stripe or from Joinways depending on implementation.

After generation

• The invoice appears in your Stripe dashboard.
• The client receives the payment email if Stripe is configured to send it automatically.
• In Joinways, a link or status may indicate that an invoice was generated for this event/quote.
• Payment tracking (paid, unpaid) is usually done in Stripe; Joinways may display a status indicator if the integration supports it.

B2B data (VAT, address)

For business clients:

• Enter VAT number, billing address, and any local business ID (e.g. SIRET) in the Person or Company record linked to the event.
• These details are used when generating the invoice so the Stripe document is filled in correctly.