Invoices

Review your outstanding accounts receivable with the Invoice tab

From the main menu, click on Invoices. Here you will find invoices that are separated by status and age. You can filter your invoices to review what is current and past due.

Search invoices by different parameters including invoice number, invoice date, due date, and more. When searching invoices, the default view will display open invoices. To see paid invoices or both current and paid, use the drop-down and choose All or Paid.

Click on an invoice number to view the invoice. Once opened, you will be able to choose certain actions such as sending an immediate reminder.

You can export an invoice to PDF format

Click Pay Invoice to process a transaction for payment.

Click on Timeline to monitor invoice updates such as when reminders were sent for an invoice, when payment was made, and when customers received a receipt.