Invoice details

Invoice Tracker

Know exactly what status the invoice is in after sending it to your customer. A tracker above an invoice will show a status for:

  • Sent - the date you sent the invoice to your customer
  • Bill Created - the date your customer entered the bill into their account
  • Approved - the date your customer approves the bill for payment
  • Payment Incoming - the date the payment will deposit in your bank account
  • Paid outside of - your customer has marked this invoice as paid without sending a live payment through
    • The invoice will still show as unpaid in your account until you record a manual payment on it. Contact your customer for more information on payment.

Edit Invoice

To edit an invoice:

  1. Locate the invoice
  2. Click More actions
  3. Click Edit
  4. Edit details
  5. Click Save, Save & new or Preview & send

Past Payments

  • The total amount of past payments can be viewed in the Invoice Details section
  • The breakdown of multiple past payments can be viewed in the Past Payments section

Invoice Notes

Add notes on the specific invoice for your own records or to communicate with others.

Private note - for internal team members

  1. Enter notes
  2. Click Submit

Note to a connected customer

If the customer is connected in the Network, a note can be sent to easily communicate regarding the invoice.

  1. Enter notes
  2. Turn on Visible to customer
  3. Click Submit