Once you create an invoice, you can perform the following actions from the invoice detail page. Click Invoices in the left sidebar, then click on any invoice to view it.
- Edit -- Click the Edit button in the top area to modify the invoice details (not available for paid or bad debt invoices).
- Send -- Click the Send button in the right sidebar to email the invoice to your client.
- Send Reminder -- For invoices that are already sent (Awaiting Payment), click Send Reminder to send a follow-up email.
- Record Payment -- Click Record Payment to go to the payment page where you can log a payment against this invoice.
- Preview as Client -- Click Preview as Client to see exactly what your client will see when they open the invoice.
- Print / Download -- Click Print / Download to open the invoice PDF for printing or saving.
- Copy Link -- For sent invoices, click Copy Link to copy the shareable invoice URL to your clipboard.
- Mark as Sent -- Under More Actions, mark a draft invoice as sent without actually emailing it.
- Mark as Bad Debt -- Under More Actions on an awaiting payment invoice, write off the balance as bad debt.
- Revoke to Draft -- Under More Actions, revert a sent invoice back to draft status (only if no payments have been recorded).
- Archive -- Under More Actions, archive the invoice to remove it from your active list.
- Delete -- Under More Actions, permanently delete the invoice (only if no payments have been recorded).
- Receipt -- For paid invoices, use the Receipt dropdown to download or email a payment receipt.
On the Mobile App
Tap the Invoices tab and tap any invoice to view it. From the invoice detail screen, you can:
- Edit -- Tap the Edit icon (pencil) in the top right (not available for paid or bad debt invoices).
- Send Invoice -- For draft invoices, tap Send Invoice at the bottom to email it to your client.
- Collect Payment -- For sent invoices (Awaiting Payment), tap Collect Payment at the bottom.
- Send Receipt -- For paid invoices, tap Send Receipt at the bottom.
- View PDF -- Tap the eye icon in the top right to view the invoice PDF (available after sending).
- More Actions -- Tap More at the bottom to access additional options:
- Mark as Sent -- mark a draft as sent without emailing.
- Send Reminder -- send a payment reminder for unpaid invoices.
- Copy Link -- copy the invoice URL to share via text or messaging apps.
- Revoke to Draft -- revert a sent invoice back to draft.
- Mark as Bad Debt -- write off the balance.
- Archive or Delete the invoice.