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 September 15, 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
- Open the client (or project) you're billing.
- Choose New invoice.
- Add line items by hand, or load a saved package to fill them in at once.
- 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.
The top of an invoice names its project. Click it to go to that project's Payments tab. Deleting a draft invoice takes you there too.
Take a deposit
For work you book in advance, collect part of the total up front and the rest later.
- On the invoice, turn on Deposit.
- Enter a fixed amount or a percentage.
- 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.
- On the invoice, choose Payment plan.
- Add each installment with its amount and due date.
- Send. Gliss charges or reminds for each installment automatically.
Send the link yourself
Sometimes the email isn't the right channel — the client lives in WhatsApp, or they asked you to text it. Copy client link in the invoice header puts your client's own payment link on the clipboard, ready to paste anywhere.
Note
This is not the same as Preview client view. Preview opens the payment page as you, signed in, so you can check how it reads. The link that button opens will bounce your client to a login screen — it is not the one to share. Copy client link gives you the link that actually works for them.
A copied link is good for 30 days, and each copy makes a fresh one. Earlier links keep working until they run out, so nothing you have already sent breaks.
Copy client link is greyed out on a draft. A draft's link doesn't open for a client — it tells them the link expired, which isn't true and leaves them with nothing useful to do. Send the invoice and the button switches on.
Galleries work the same way: Copy client link sits in the gallery header, and it stays off until the gallery is published, because an unpublished gallery's link is a dead end for whoever you send it to.
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.