Managing your billing just got a whole lot easier. With Collective invoicing, you can put your invoicing on autopilot, customize it with your brand, and streamline your financial management – all in one place. 

We will walk you through setting up your new invoicing system, connecting your Stripe account, and unlocking the key benefits that make bookkeeping seamless. All done through your Collective invoicing dashboard. 

You can watch the full tutorial or walk through the setup process below. 

What makes Collective Invoicing better than other invoicing tools?

Collective Invoicing is purpose-built for solopreneurs and freelancers who want everything in one place — no extra apps, no separate logins, and no guesswork.

Unlike standalone invoicing tools, Collective Invoicing is:

• ✅ Included with your membership — no extra cost, no extra software to manage
  
  
• 🔄 Fully integrated with your books — payments, billable expenses, and income flow directly into your financials and tax reports
  
  
• 🎯 Optimized for simplicity — create, customize, and track invoices right from your dashboard without needing a separate platform or syncing service
  
  
• 🧾 Built for end-to-end visibility — from sending estimates to tracking overdue invoices to issuing refunds, it all lives in your Collective account
  
  
• 🔐 Partnered with Stripe — with secure credit card/ACH payments, saved payment methods, auto-pay setup, and more
  
  

And because it’s part of the Collective ecosystem, invoicing doesn’t operate in a silo — it’s connected to the actual work of running your business: bookkeeping, payroll, and tax filing. No duplicate data entry. No syncing issues. Just one system that works together.The first time you use Collective Invoicing you’ll need to setup invoicing, add your business details, and connect your Stripe account to collect digital payments. 

Stripe setup

Collective partners with Stripe for secure payments. You’ll link your Stripe account to enable secure, automated payments and keep your billing in sync. 

1. From the Collective invoicing dashboard, select Setup invoicing
2. To connect your Stripe account now, select Continue or you set up Stripe later by selecting I’ll do it later

3. All Stripe accounts associated with your email will display. Select the account you want to connect and click Connect. If you do not have a Stripe account, select Create a new account. 

4. Once your Stripe account is connected, you'll return to Collective Invoicing, your Stripe account will be connected and ready to receive payments. You can now view your invoice dashboard and may proceed with creating your first invoice

Create a new Stripe Account

New to Stripe? Here’s how to get started:

1. During the invoicing set up process, select Create a new account

2. You’ll be redirected to a page where you’ll enter your email address
   1. If you don’t have a Stripe business account yet, you can use any email associated with your business — for example, the one linked to your LinkedIn profile or business Instagram.

3. This will allow you to create your free Stripe account using either your own credentials or Google Sign-In. 
4. Once your account is set up, you’ll be ready to create your first invoice from the invoicing dashboard.

Setting up Stripe later

If you choose to set up Stripe later, you’ll still have access to the invoicing dashboard. However, you won’t be able to accept credit card or ACH payments on your invoices until your Stripe account is connected.

You can connect it anytime by going to your invoice settings.

You will receive a banner message from the invoicing dashboard prompting you to connect your Stripe account

To proceed with invoicing, you’ll need to connect your Stripe account:

1. To connect your Stripe account, click on the gear icon located in the upper-right corner of Invoicing Overview to open your Invoice settings

2. From Invoice Settings, go to Payment Processing and click Setup

3. To connect your Stripe account, you'll need your user email and password. Enter your user email and click Submit.
   1. If you do not have a Stripe account, you can Create a new account. 
   2. If you do not have an email, you can use any email address (e.g. LinkedIn or business instagram)
4. Enter your password and click Submit
5. All Stripe accounts associated with your email will display. Select the account you want to connect and click Connect.
6. Once your Stripe account is connected, you'll be taken to this confirmation page. When you return to Collective Invoicing, your Stripe account will be connected and ready to receive payments.

Updating or removing your Stripe account

1. To unlink your Stripe account, click on the Gear to open your Invoice settings.
2. Click Payment Processing.
3. To open your Stripe dashboard, click Go to Stripe.
4. To remove your Stripe account, click Unlink. This will instantly unlink your account. Only click this button if you want to disconnect your Stripe account from Collective Invoicing.

We’re here to help

Our support team is just a message away — use the message center in your Collective dashboard.

When you’re ready, go ahead and create your first invoice!