How to send and track invoices in Orbit
Orbit invoices live next to your contacts and deals, so getting paid is part of the same workflow as the sale. Create the invoice, attach it to the right contact or deal, send it, then let Ray, the collections agent, chase it for you on day 3 and day 14. When the money lands, mark it paid and the reminders stop instantly.
How do I create and send an invoice in Orbit?
The free plan includes 10 invoices, which covers most solo months. Here is the flow start to finish.
- 1Open Invoices and create a new one. Attach it to the contact or deal it belongs to so it shows up on their timeline.
- 2Add line items: a clear description, quantity, and price for each thing you did. Set the due date and any payment terms.
- 3Review the total and the client details, then send. The invoice goes out with a payment link inside.
- 4Watch the status on the invoice and on the contact timeline: sent, viewed, paid. You always know where it stands.
- 5When payment arrives, hit Mark Paid. The status flips and Ray stops chasing immediately.
How does Ray chase overdue invoices?
Ray is the back-office agent for invoice collection. When an invoice goes past due, Ray drafts a polite nudge around day 3 and a firmer follow-up around day 14. Both land as cards you approve, edit, or dismiss. Nothing goes out without you, but you also never have to remember to chase.
If you have ever let a late invoice slide because chasing felt awkward, this is the fix. Ray handles the timing and the first draft; you keep the tone. The templates behind it match how to chase overdue invoices without sounding desperate.
The moment you mark an invoice paid, Ray stops. No awkward reminder to someone who already paid you yesterday.
A vague invoice gets a "what is this for?" reply and sits another week. A clear line item gets paid. The description is part of getting paid, not just record-keeping.
Pro tips
- Write line items a client can understand without asking. "Strategy call + landing page copy, June" beats "Consulting services". Clear descriptions cut the back-and-forth that delays payment.
- Attach every invoice to its contact or deal. That way the invoice shows on the timeline and Ray knows who to remind.
- Mark paid the day the money lands. It stops Ray, keeps your records honest, and removes the contact from any overdue view.
- Let Ray send the day-3 and day-14 nudges so you never have to be the person who chases. You just approve the cards.
- Pair invoices with proposals. A signed proposal followed by a clean invoice is the smoothest path from yes to paid.
Keep exploring
Frequently asked questions
How do I send an invoice in Orbit?+
Open Invoices, create a new one, and attach it to a contact or deal. Add line items with descriptions and prices, set the due date, then send. The invoice goes out with a payment link inside, and its status shows on the contact timeline as sent, viewed, and paid.
How does Orbit chase late invoices?+
Ray, the collections agent, watches for overdue invoices and drafts reminders around day 3 and day 14. Each reminder lands as a card you approve, edit, or dismiss. You never have to remember to chase, and nothing sends without you. The moment you mark the invoice paid, Ray stops.
How many invoices can I send on the free plan?+
The free plan includes 10 invoices, which covers a typical solo month. They come with line items, a due date, a payment link, and full Ray collection reminders. That is enough to run the get-paid side of a one-person business without upgrading.
How do I stop Orbit from sending invoice reminders?+
Mark the invoice paid. The status flips and Ray stops chasing immediately. Because every reminder is also a card you approve before it sends, you have a second layer of control: just dismiss the card if you do not want a particular nudge to go out.
What should I put on an invoice line item?+
Write a description the client can understand at a glance, like "Strategy call plus landing page copy, June" instead of "Consulting". Clear line items cut down on "what is this for?" replies that delay payment. Add the quantity and price, and the total takes care of itself.
Get paid without the awkward chase
Invoice from your CRM and let Ray do the reminding. Free plan, no credit card.
Free forever plan. No credit card. No spam.