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How-to · Invoices & Payments

Send an invoice

Create an invoice, add a deposit or payment plan, and send a branded link your client can pay online.

Updated June 17, 2026

To send an invoice: open a client, choose New invoice, add your line items, and send. Your client gets a branded link and can pay by card online. The rest of this page covers deposits, payment plans, and the questions that come up most.

Create the invoice

  1. Open the client (or project) you're billing.
  2. Choose New invoice.
  3. Add line items by hand, or load a saved package to fill them in at once.
  4. Review the total and taxes, then choose Send.

The client receives an email with a link to a branded invoice page. They can pay there directly; you don't need a separate payment tool.

Take a deposit

For work you book in advance, collect part of the total up front and the rest later.

  1. On the invoice, turn on Deposit.
  2. Enter a fixed amount or a percentage.
  3. Choose when the balance is due.

Tip

A deposit that's also non-refundable should say so on the invoice and in your contract. Gliss shows the terms on the payment page, but the contract is what protects you.

Split into a payment plan

Larger projects can be split across several scheduled payments.

  1. On the invoice, choose Payment plan.
  2. Add each installment with its amount and due date.
  3. Send. Gliss charges or reminds for each installment automatically.

Frequently asked

Can I send an invoice before a client has paid anything?

Yes. An invoice can sit unpaid for as long as you like. You can resend it, or let an automation send a polite reminder on a schedule you set.

What happens when a payment fails?

The invoice stays unpaid and you're notified. The client can try a different card from the same link; you don't need to create a new invoice.

Can I refund a payment?

Yes, for card payments — right from the invoice. Open the invoice, find the payment under Payments, and choose Refund. You can refund the full amount or a partial amount, and if the payment included a tip you can choose whether to include it. The refund goes back to the client's card, is recorded against the original payment, and the invoice's collected total updates to match. (Payments you recorded by hand, like cash or Zelle, are settled outside Gliss, so you'd refund those the same way you took them.)

Warning

Refunds can take several business days to reach your client's bank; that timing is set by their card issuer, not by Gliss.

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