LOTULIS

Help Center

Find answers to your questions about LOTULIS

Billing & Payments

Create and send invoices, take card payments online through Stripe, record payments made another way, and know the fees.

Creating invoices

From an order

Confirming an order creates a draft invoice for it. You review it and send it when you are ready.

A draft invoice follows its order: saving the order updates it. A sent invoice never changes when its order does. If a draft invoice no longer matches its order, it is not sent. Save the order or the invoice again so the two agree, then send it.

An order with no invoice yet, or only void ones, shows Create invoice, unless the order is a draft or cancelled. Click it to make the invoice from the order's line items. A void invoice stays on the order as a record.

A new invoice

  1. Open Invoices in the sidebar.
  2. Click New Invoice. The Create Invoice page opens.
  3. Choose the client and add line items.
  4. Click Send Invoice, or Save as Draft to send later.

To send a draft later, open it and click Send Invoice.

Getting paid online

Clients pay through Stripe, so connect it first: open Billing in Settings, tick the platform fee agreement, and click Connect with Stripe.

Under Enabled Payment Methods choose what clients can pay with:

  • Credit Card (Stripe): Visa, Mastercard and Amex, on by default
  • Apple Pay: off by default
  • Bank Transfer (ACH): off by default

The invoice email carries the link to pay. To share it another way, open a sent invoice and use Copy link next to Invoice link, then send it by text or any messaging app. Drafts have no link to copy.

Recording other payments

When a client pays outside Stripe, open the invoice and click Mark as Paid. Once part of it is paid, the button reads Record Payment. Enter the amount and the method: Cash, Check, Bank Transfer, Other, or a Custom name you choose. An amount below the balance records a part payment.

Tracking payments

The cards at the top of Invoices show Outstanding, Collected, Draft and Refunded totals. Each invoice has one of these statuses:

  • Draft: not sent yet
  • Sent: sent, waiting for payment
  • Partially Paid: part of it is paid
  • Paid: paid in full
  • Overdue: past its due date
  • Void: cancelled

Fees

  • Card processing (Stripe): about 2.9% + $0.30 per payment. Stripe sets the actual fee.
  • LOTULIS platform fee: 0.25% of each payment made through the platform.

Your payout is the payment minus both fees.