Managing Invoices

Invoice Status Tracking

Track invoice status in real-time:

• Draft
• Sent
• Viewed
• Paid
• Overdue

Update Invoices

Before sending, you can:

• Edit line items
• Change payment terms
• Adjust amounts
• Customize design

Once sent, create an amended invoice instead.

Record Payments

When payment is received:

1. Click "Record Payment"
2. Enter payment amount and date
3. Select payment method
4. Invoice status updates to "Paid"

Invoice Reminders

Set up automatic reminders:

• Send payment reminders
• Customize reminder timing
• Track who has viewed

Bulk Actions

For multiple invoices:

• Send bulk invoices
• Download as PDF
• Export data
• Apply refunds

Learn more about creating invoices.