The Invoices page contains a table of invoices that have been sent to your customers. You can view information about the invoices and their status, perform batch actions on listed invoices, and access more details about specific invoices.
Note
Payment Pages and Invoices are similar. However, unlike Invoices, Payment Pages can be used by multiple customers while an invoice can only be paid once.
To access the Invoices page, click Invoices under Forms in the left navigation panel.
Invoices Information Banner
The Invoices information banner is located at the top of the Invoices page and displays current information about invoices sent to your customers, including Paid, Pending, and Draft dollar amounts for the last 30 days.
Invoices Table
The Invoices table is located below the information banner and contains a list of all invoices that you can search and perform batch actions on, or access more information about a specific invoice. The Invoices table contains the following information in the default setting:
Invoice: The invoice identification number.
Amount: The dollar amount of the invoice.
Due Date: The date that the invoice payment is due.
User: The user that created the invoice.
Title: The title of the invoice, which can be used to illustrate for what or who the invoice is intended.
Customer: The name of the customer that received the invoice.
Status: The status of the invoice: paid, pending, or drafted.
More Options: Click the three dots to open the More Options lightbox, which includes the following options:
Resend: Resend the invoice to the recipient.
Mark as Paid: Mark the invoice as paid.
Duplicate Invoice: Create a copy of the invoice.
Delete Invoice: Delete the invoice from the Invoices table.
Note: You can’t undo this action. You must recreate the invoice if it is needed again after deletion.
Invoices Table Actions
To perform actions on individual invoices:
Click the Action Button in the Invoices table row to open the More Options dialog.
Select an action: Resent, Mark as Paid, Duplicate Invoice, or Delete Invoice.
Click CONFIRM to perform the action.
Related pages
Click the links or items on the page to access any of the following pages: