Invoicing

View invoices synced from Stripe, Mercury, and BILL, and create and send invoices directly from Kick.

The Invoicing tab shows invoices from your connected Stripe, Mercury, or BILL accounts. Once an invoicing account is connected, invoices sync automatically with customer details, payment status, and line items (the individual products or services billed on an invoice).

Native invoicing, which lets you build and send an invoice from Kick itself, is rolling out gradually and may not be available in your workspace yet.

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Views

Use the dropdown in the top right to switch between three views:

• By customer: one row per customer with invoice totals
• By invoice: one row per invoice
• By line item: one row per line item on each invoice, which shows you which products or services actually bring in the revenue

The chart at the top summarizes invoice totals by status. Click a segment to filter the list below.

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Invoice status

Each invoice shows a status set by Stripe, Mercury, or BILL, whichever one it came from:

Status	Meaning
Draft	Invoice created but not yet sent
Open	Sent and awaiting payment
Paid	Payment received
Void	Cancelled, so nothing is owed on it
Uncollectible	Marked as unlikely to be paid

Kick tracks one more thing on its own: whether you have matched an incoming payment to the invoice it paid. Matching in Kick records the payment against the invoice in your books, but it does not change the status in Stripe, Mercury, or BILL.

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Filters

Filter by date range, entity, status, amount, account, and more using the filters at the top of the page. The Invoicing tab defaults to invoices from the last 90 days.

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Creating invoices in Kick

Click Create invoice in the top right. If native invoicing is available in your workspace, choose Kick to open the invoice composer. You can also open Stripe, Mercury, or BILL to create an invoice in those tools.

The composer opens with four sections. Expand them in whatever order you like:

• Details: customer information, invoice dates, and payment terms
• Items: the line items you are billing for
• Design: logo, colors, and font
• Customize: PDF size, memo, terms, and footer

When the invoice is ready, move to the send panel to preview the customer email, then send it immediately or schedule it for later.

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