How to Send Invoices, Receipts, and Refunds on happ

At a glance

1. Start from the payment Everything begins with the milestone, not a menu.
   Open the contract and tap the payment you're working with. A sheet opens showing its status, amount, and share of the total · with the actions that fit where the payment stands: Refund, Invoice (or Receipt once it's paid), Request, and Mark as paid.
2. Before the money moves: Invoice and Request Two doors, one wizard.
   Both actions open the same three-step flow: Payments → Document → Share. You don't decide upfront whether this is "an invoice" or "a payment request" · you choose exactly what to produce inside.
3. Select payments Bundle what belongs together.
   The payment you started from is pre-selected. If the same Collaborator has other open payments · even on other contracts · they appear here too, and you can fold them into one request. One link, everything they owe in a single ask. The running total updates as you select.
4. Choose the document This is where invoice vs. payment link is decided.
   • Payment link only · a link the Collaborator pays through, no document.
   • Payment link + invoice · a payable link plus a formal invoice document.
   • Only invoice · the document without a payment link, for when their bookkeeper needs the paper but the money moves another way.

   Getting paid outside happ? Check Mark payment as paid here · the payment logs as offline and your records stay complete.
5. Share the link Same as sharing a contract.
   The wizard ends with a link. Send it wherever the relationship lives · email, WhatsApp, text. The Collaborator opens it, sees exactly what's being requested, and pays or downloads the invoice from there.
6. After the money lands: the receipt Close the loop. Small act, professional signal.
   Once a payment is paid, Receipt appears on its sheet. Creating one issues a numbered receipt with your business details and the Collaborator's, tied to the contract and the specific payment. One thing to know before you tap: a receipt is permanent. It marks the payment complete and can't be edited or deleted afterward · which is exactly what makes it trustworthy as a record. Once created, send it to your Collaborator directly or download the PDF for your files. For Collaborators with bookkeeping of their own, an unprompted receipt reads as: this person runs a real business.
7. Make a refund When money needs to go back, the record stays clean.
   Refund lives on the same payment sheet. The refund posts to the per-contact ledger alongside every payment in and withdrawal out, so your records with that Collaborator stay accurate · no spreadsheet on the side, no mystery line in your accounting three months later. A refund handled quickly and cleanly often does more for the relationship than the project going perfectly would have. The ledger makes sure it's also handled accurately.
8. Trust the single record Because everything attaches to the contract and the contact, there is no reconciliation step later.
   Everything attaches to the contract and the contact. The Payments tab on the contact profile is the running truth of the relationship, and the contract's Timeline logs the lifecycle from Sent through Signed to Partial Paid and Complete Paid. Come tax season or a question months later, the answer is one profile away · not scattered across an email thread, a PDF folder, and your memory.