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View Invoices

Learn how to view, edit, and manage invoices through different actions
1
Log in to the Dashboard and navigate to Operations > Invoicing
2
On this page, you can View all for Outstanding, Past Due, and Paid invoices
3
Navigate to Invoice List and select the All Invoices, Draft, Outstanding, Past Due, Paid, or Quotes tab to View a specific invoice
4
Send a reminder or pay off an outstanding invoice
Send Reminder: Send an email reminder to the contact and any additional recipients
Pay Invoice: Pay the invoice via Contact Payment Method, Check, or Cash.
Use Add Method to add and use a credit card for payment.
5
Click the Actions dropdown in the top right corner for more options
Duplicate: Recreate the invoice as a new invoice with the same recipient and invoice lines Delete: Delete the invoice Download PDF: Download the invoice as a PDF Copy Payment Link: Copy the payment link sent to the invoice contact View Payment Page: Visit the payment page used by the invoice contact to pay the outstanding balance
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Edit the invoice information or line items.
7
Use the tabs at the bottom to view Additional Recipients, Activity Log, and Invoice Reminders

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Refund Invoices

Issue refunds to invoices that have been paid
1
Log in to the Dashboard and navigate to Operations > Invoicing
2
Navigate to Invoice List and View a paid invoice
3
Select the Refund Invoice button in the top right
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Select the refund type
By Item: Refund the selected line items By Dollar: Refund a specific dollar amount Notes (Optional): Include any notes for the refund
5
Review the Invoice Lines to check the Refunded amount

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Invoicing Reports

Understand your invoicing revenues and payment patterns
1
Log in to the Dashboard and navigate to Reports > Invoicing
2
Filter by your desired time period, location, contacts, and invoice statuses and click Generate Report