Invoicing & Payments

1. Creating an Invoice

Every shift you log can be turned into an invoice:

1. Open the Invoices tab.

2. Tap + New Invoice.

3. Select the shifts you want to include (you can group multiple shifts for one clinic).

4. Review and confirm:

   • Clinic name (new or select a saved one)

   • Shift dates & times

   • Hours worked / rate

   • Any notes or adjustments

5. Tap Generate Invoice → the invoice is saved and ready to send.

💡 First-time billing a clinic? Once entered, that clinic is stored for future invoices so you don’t have to retype details again.

2. Editing an Invoice

• Tap into any draft or completed invoice.

• Select Edit to adjust dates, hours, or add notes.

• Updates automatically refresh totals.

3. Sending & Exporting Invoices

• Tap Send Invoice → delivered directly to the clinic via email.

• Tap Export if you want a personal copy in:

  • PDF → for records or attachments

  • CSV → for spreadsheets or accounting software

4. Receiving Payments

PawthosX One integrates with Stripe/ACH for direct payouts.

• You’ll need a valid Stripe account connected to your business (LLC, S-Corp, or sole-proprietor 1099).

• Clinics pay invoices securely through Stripe.

• Funds are deposited directly into your linked bank account.

💡 You’ll see invoice statuses update automatically: Sent → Viewed → Paid.

5. Payment Tracking

• Use the Unpaid tab to monitor which invoices are still open.

• Paid invoices move automatically into your history.

• Export all invoices for bookkeeping or year-end reconciliation.

6. Tax Records & Year-End

• Export your full year of invoices into a single CSV or PDF package.

• Perfect for filing 1099 income, bookkeeping, or Solo 401(k) contribution tracking.

⚠️ Note: To unlock Stripe/ACH payments, you must connect a valid Stripe account under Settings → Payments.Without Stripe, invoices can still be generated and exported, but payments must be handled outside the app.