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Understanding invoice details Invoice To is the customer's name with hyperlink to the customer record, mailing address, phone number, and email address. Invoice Number is a unique, system-generated identifier assigned to each invoice. Invoice Date is the date the invoice was generated. Due Date is the date the invoice is due. This is determined by the payment terms in your Settings. Project is name of the project (if applicable) with a hyperlink that directs you to open the project details. Total Due is amount left to be paid on the invoice. If the invoice has been 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 Details lists all items in this project that apply to this invoice . |
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Invoice action shortcuts There are four helpful actions available when you are viewing an invoice. Share allows you to present a QR code in person for your customer to scan with a mobile device, download the QR code in a pdf, or copy a clickable link you can email or text to your customer. Download PDF instantly downloads a copy of the invoice to your device. Attach it to an email or print a copy to give to your 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. Paid invoices cannot be resent. Cancel Invoice cancels collection of payment. Once an invoice is created, it cannot be modified. To make changes, you must cancel the invoice and issue a new one. However, invoices cannot be canceled once a payment is applied. |
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Collecting on unpaid invoices If still unpaid, you will see a payment form beneath the invoice at the bottom of the page. You can use this form to process a payment if your customer calls in to make a payment over the phone with new or saved payment information. If you have invoice reminders enabled or you resend a link to the invoice, a clickable link in the email opens up an online version of the invoice that is similar to your view. They can use the payment form at the bottom of the page to submit an electronic payment. Invoices are expected to be paid in full with one payment. If you customer would like to make a partial payment, you must cancel the invoice and create two new invoices — one for the partial payment amount and one for the balance due. |