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In This Article |
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Dashboard details The Invoices dashboard is an at a glance view so you can see all your outstanding invoices in one place and resend links as needed to encourage payments. It is designed to be a simple, easy-to-use table with key information.
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Send an Instant Invoice The Instant Invoice action in the upper right corner is the perfect solution for times when the job is so simple or the work is already done and there is no need for building out a project and sending an estimate. You just need a way to collect payment. Simply select a customer, add your items, and click to send to customer. Once generated, monitor the invoice status on the Invoices dashboard or on the Invoices tab of a specific customer's profile. Action buttons let you quickly view, resend or cancel the invoice anytime. |
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Export all invoice information Use the Export Invoices action in the upper right corner to export a raw data file that contains the invoice number, invoice date, and amount fields. The lack of formatting is intentional as it gives users more options for how to use the data. |