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 Features
Click here to view the features of the Invoices page.
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
You can perform batch actions or open the More Options lightbox to perform actions on individual invoices.
To perform batch actions on multiple invoices:
Select the invoices from the table by clicking the box on the right side of the invoice listing, or select all invoices by clicking the box in the top right corner of the table.
Click BATCH ACTIONS at the top of the table to open the Batch Actions lightbox.
Click the action in the lightbox and then click confirm to perform the action or close the lightbox without performing an action by clicking anywhere on the page.
To perform actions on individual invoices:
Click the three dots in the Invoices table row to open the More Options lightbox.
Click the action in the lightbox, which includes Resent, Mark as Paid, Duplicate Invoice, and Delete Invoice.
Click CONFIRM to perform the action.
Customize Your Invoices Table View
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Invoices table:
Click here to view Invoices customizations.
Invoice Data
ID
Created
Discount
Due Date
Email status
Expiration
Message
Number
Send On
Status
Tax
Title
Total
Entity Data
Entity ID
Login ID
Parameters ID
Type
Name
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Currency
Status
Custom
Merchant Data
Merchant ID
DBA - Statement Descriptor
MCC
Date Created
Created by
Date Modified
Modified By
Date Boarded
Last Transaction Date
Date Established
Status
Customer Data
First Name
Last Name
Company
Address
City
Zip
State
Country
Phone
Email
Related pages
Click the links or items on the page to access any of the following pages: