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 the status.

Possible payment statuses include the following:

  • Sent - Date you sent the invoice to your customer
  • Bill created - Date your customer created a bill to pay you in their account
  • Accepted - Date your customer accepted the invoice to pay you in their account
  • Approved - Date your customer approved the bill to pay you
  • Payment Incoming - Date the payment will be deposited in your bank account

Note: Not all payment statuses will apply to all situations.

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