View Invoices
Learn how to view, edit, and manage invoices through different actions
Log in to the Dashboard and navigate to Operations > Invoicing
On this page, you can View all for Outstanding, Past Due, and Paid invoices
Navigate to Invoice List and select the All Invoices, Draft, Outstanding, Past Due, Paid, or Quotes tab to View a specific invoice
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.
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
Edit the invoice information or line items.
Use the tabs at the bottom to view Additional Recipients, Activity Log, and Invoice Reminders
Refund Invoices
Issue refunds to invoices that have been paid
Log in to the Dashboard and navigate to Operations > Invoicing
Navigate to Invoice List and View a paid invoice
Select the Refund Invoice button in the top right
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
Review the Invoice Lines to check the Refunded amount
Invoicing Reports
Understand your invoicing revenues and payment patterns
Log in to the Dashboard and navigate to Reports > Invoicing
Filter by your desired time period, location, contacts, and invoice statuses and click Generate Report
