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View invoice

  • Go to Invoices in the left sidebar (desktop) or hamburger menu (mobile).
  • Review the list or use the Search box to find the invoice you need. 
  • Click to View.

There are four helpful actions at the top of the page.

  • Show QR opens a QR code your customer can scan to instantly make a payment on their mobile device.
  • Download PDF instantly downloads a copy of the invoice to your device. Attach it to an email or print a copy for a customer. The PDF does not contain a payment form, but it does include a QR code customers can scan to make a payment on their mobile device.
  • Resend Invoice opens a pop-up window that confirms the email address of the original recipient. Make any necessary changes and use + Add Email to add recipients. The email will go out as soon as you click Send.
  • Cancel Invoice cancels collection of payment.

Invoice Details

If Paid or Canceled, a color-coded banner will appear at the top of the page to quickly identify you are not still waiting for collection of funds.

  • Invoice To = customer's name with hyperlink to the customer record, mailing address, phone number, and email address. 
  • Invoice Number = a unique, system-generated identifier assigned to each invoice.
  • Invoice Date = date the invoice was generated.
  • Due Date = date the invoice is due. This is determined by the payment terms in your Settings.
  • Project = name of the project (if applicable) with a hyperlink that directs you to open the project details.
  • Total Due = total left to be paid on the invoice.
  • Invoice Details = the list of all items in this project that apply to this invoice 

Unpaid invoices display a payment form at the bottom of the page. If your customer calls to make a payment over the phone, you can use this form to process a payment on their behalf with new or saved payment information. When the customer clicks View Invoice from their email, it opens up an online version of the invoice that is similar to how it appears in your portal. They can use the payment form at the bottom of the page to submit an electronic payment.