Getting Paid: Invoices, Text-to-Pay, and Transactions

Connect Stripe (or another processor) once, and SIMBLAI can invoice, take payments by text message, and log every transaction against the contact.

Steps

Go to Payments → Integrations and connect Stripe (or your processor) by logging in and authorizing.
Set your invoice defaults under Payments → Invoices & Estimates → Settings: logo, business info, terms, reminders.
Create your products/services once under the Products tab so invoicing is two clicks.
Send an invoice: Payments → Invoices & Estimates → + New, add the client and items, set the due date, then Send by email, text, or both.
Or request payment mid-conversation: open the contact in Conversations, choose SMS, click Request Payment, pick the product and amount.
Track everything under Payments → Transactions; recurring subscriptions and orders have their own tabs.
Test first: send yourself a test-mode invoice end to end before the first real one.

Test-mode invoices can't be flipped live — clone and resend in live mode.
Payment links deactivate after the due date; if a client says the link is broken, check the date and clone with a new one.
One-time charges and recurring subscriptions can't share a single invoice.