Skip to main content
Manage Invoices in Admin Panel
Alexander Richards avatar
Written by Alexander Richards
Updated over 3 months ago

Overview


Manage from Invoice Tab

Mark an Invoice As Paid

Steps:

  1. Click "Invoices" in Top Navigation

  2. Find Invoice in Invoice Management Table

  3. Click More Options Button (Three Dots)

  4. Click "Mark as Paid" Button

Cancel an Invoice

Steps:

  1. Click "Invoices" in Top Navigation

  2. Find Invoice in Invoice Management Table

  3. Click More Options Button (Three Dots)

  4. Click "Cancel" Button

Remind a Customer About an Invoice

Steps:

  1. Click "Invoices" in Top Navigation

  2. Find Invoice in Invoice Management Table

  3. Click More Options Button (Three Dots)

  4. Click "Remind" Button


Manage from Customer Profile

Mark an Invoice As Paid

Steps:

  1. Click "Customers" in Top Navigation

  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 (Three Dots)

  8. Click "Mark as Paid" Button

Cancel an Invoice

Steps:

  1. Click "Customers" in Top Navigation

  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 (Three Dots)

  8. Click "Cancel" Button

Remind a Customer About an Invoice

Steps:

  1. Click "Customers" in Top Navigation

  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 (Three Dots)

  8. Click "Remind" Button

Did this answer your question?