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Invoices + Payments
Manage Invoices in Admin Panel
Manage Invoices in Admin Panel
Alexander Richards avatar
Written by Alexander Richards
Updated over a week ago

Training Video

Learn More: Understanding Invoices
Learn More: Invoices Statuses
Learn More: Invoices Actions

Manage from Invoice Tab

Mark an Invoice As Paid

Steps:

  1. Click "Invoices" in Top Menu Bar

  2. Find Invoice in Invoice Management Table

  3. Click More Options Button

  4. Click "Mark as Paid" Button

Cancel an Invoice

Steps:

  1. Click "Invoices" in Top Menu Bar

  2. Find Invoice in Invoice Management Table

  3. Click More Options Button

  4. Click "Cancel" Button

Remind a Customer About an Invoice

Steps:

  1. Click "Invoices" in Top Menu Bar

  2. Find Invoice in Invoice Management Table

  3. Click More Options Button

  4. Click "Remind" Button

Manage from Customer Profile

Mark an Invoice As Paid

  1. Click "Customers" in Top Menu Bar

  2. Find Customer in Customer Management Table

  3. Click Customer Name to Open Customer Profile

  4. Click Invoices Tab

  5. Click Opened Sub Tab

  6. Find Invoice

  7. Click More Options Button

  8. Click "Mark as Paid" Button

Cancel an Invoice

  1. Click "Customers" in Top Menu Bar

  2. Find Customer in Customer Management Table

  3. Click Customer Name to Open Customer Profile

  4. Click Invoices Tab

  5. Click Opened Sub Tab

  6. Find Invoice

  7. Click More Options Button

  8. Click "Cancel" Button

Remind a Customer About an Invoice

  1. Click "Customers" in Top Menu Bar

  2. Find Customer in Customer Management Table

  3. Click Customer Name to Open Customer Profile

  4. Click Invoices Tab

  5. Click Opened Sub Tab

  6. Find Invoice

  7. Click More Options Button

  8. Click "Remind" Button

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