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Invoices & Payments

The Invoices and Payments tab of any project is the fastest way to monitor billing for a project.  

Invoices 

See the full list of invoices already created for a project including the invoice date, amount, and payment status. Click the magnifying glass to view a copy of the invoice.

If this is a one time project with only one occurrence, this is where you will go to manually create invoices.

Payments

Review the list of all payments associated with the project including down payments so you can easily track what has been paid and what is still outstanding. 

  • Payment ID is a unique ID number assigned to each payment. Click the hyperlink to view payment details in the Payment Activity section. The payment also appears under the Payments tab of the specific customer.
  • Type indicates the payment method or card type used.
  • Status updates in real-time to let you know if a payment is pending, settled, voided, or returned.

Once the final payment has been collected and the total due is $0, the project is considered complete.