Invoices, Payments and Receipts
Create invoices from jobs or quotes, take online or manually recorded payments, and issue receipts — with GST shown clearly on every document.
Available · Last updated 18 July 2026
The business problem
Chasing payment and issuing receipts by hand takes time, and it's easy to lose track of which invoices have actually been paid, especially when payments arrive outside the system.
How KookaCRM solves it
Invoices can be raised from a completed job or an accepted quote, with GST clearly shown so records stay tax-compliant. Customers can pay online where a business has payments configured, and staff can also record payments received by other means — cash, bank transfer, EFTPOS — directly against an invoice. A receipt is generated once an invoice is marked paid.
When to use this
- Work is complete or agreed, and it's time to bill the customer
- You take a mix of online payments and payments received in person or by transfer
- You need a clear, GST-aware record of what's been billed and paid
Suitable business types
- Trades invoicing after each completed job
- IT support providers billing project or ad hoc work
- Cabinet makers and custom installers invoicing on completion of a build
How it works
An invoice is created from a completed job, an accepted quote, or manually by staff, then
The invoice is sent to the customer, who can pay online where payments are configured, then
Staff can record a payment received by another method directly against the invoice, then
A receipt is issued once the invoice is marked as paid
What KookaCRM creates
- Invoice
- Payment record
- Receipt
How it connects with other features
- Online payments rely on a tenant having Stripe Connect set up
- Invoices often follow on from Quotes and Customer Acceptance or a completed job
- Recurring billing arrangements are covered separately under Packages and Subscriptions
Example use cases
- A tradie invoices a completed job and the customer pays online via the invoice link
- A business receives a bank transfer for a job and records the payment manually against the invoice
Setup requirements
- Invoicing is enabled by default and works without any payment integration
- Connect Stripe Connect if you want customers to be able to pay invoices online
Availability
Invoicing, manually recorded payments and receipts are available on every tenant. Online payment collection specifically depends on a tenant having connected their own Stripe account.
Related guides
- Finance and PaymentsRequires configuration
Stripe Connect
Connect your own Stripe account so customer payments — for invoices, deposits and bookings — are processed through your business's own connected Stripe setup.
- Pricing and Sales Workflows
Quote acceptance to deposit and final invoice workflow
How an accepted quote leads to a deposit invoice, scheduled work as a job, and a final invoice for the remaining balance once work is complete.
- Packages, Subscriptions and CommerceBeta
Packages and Subscriptions
Set up packages and agreements that generate recurring draft invoices automatically — a beta capability for recurring revenue that stops short of automatic card charging.