Find and track your invoices

See what you've billed, what's been paid, and what you're still owed.

Tip — To see everything you're still owed, select the Awaiting card. It includes partly paid and overdue invoices.

Open your invoices

1. In the sidebar, open Accounting.

2. Select Invoices. The Invoices list page opens.

   

See what you're owed at a glance

Above the list are four cards. Each one shows a count and a dollar total. Select a card to see only those invoices. When the page opens, All invoice is selected.

Card	What it covers
All invoice	All your invoices
Draft	Started, but not approved yet
Awaiting	All approved invoices that still have money owing, including partly paid and overdue ones. The dollar total is the amount still owed.
Paid	Paid in full

Find an invoice

• Search — find an invoice by client name or invoice number (for example INV-202606-265).
• Select date range — show only invoices between the dates you choose.
• Column — choose which columns to show, then select Apply. To go back to the default columns, select Reset setting.

Understand the columns

Column	What it shows
ID	The invoice number
Client	Who you've billed
Visits linked	The visits this invoice was created from, if any
Issue date	The date the invoice was issued
Due date	When payment is due, based on your payment terms
Paid	How much the client has paid
Amount due	How much is still unpaid
Status	The invoice's current status
Sent	A green tick once you've emailed the invoice to the client

• Visits linked shows the visit number. If there are several visits, it shows how many instead (for example, "2 visits"). Select it to see each linked visit with its date and status. Then select a visit to open it on its job.
• Sent and Status are separate. Emailing an invoice adds a green tick to Sent. The status changes when the invoice is approved or when a payment is recorded. For example, an approved invoice shows Awaiting even before you send it, and a sent invoice stays Awaiting until it's paid in full.

Open an invoice

• Select an invoice's row to open it — see View an invoice below.
• A Draft opens straight into editing — you'll see Update invoice.
• Long lists are split into pages. Use Previous and Next at the bottom to move between pages. You can also choose how many invoices show on each page: 10, 20, 30, 50, 100 or 200.

Toolbar and row actions

• + New invoice — bill a client. See Create an invoice.
• Export — download your invoices as a file for your accountant or your own records.

For more actions, select the ⋯ button at the end of an invoice's row:

Action	What it does
View details	Open the invoice
Edit	Change the invoice. Not available once the invoice is paid in full.
Send	Choose Email or SMS — see Send an invoice
Download PDF	Save a PDF copy
Reconcile	Record a payment — see Record a payment. Not available once the invoice is paid in full.
Delete invoice	Delete the invoice. You can only delete an invoice that hasn't been paid. If it's partly or fully paid, cancel the payment reconciliation first. You can't undo this.
Copy link	Copy the link your client uses to open the invoice, so you can paste it into a message

View an invoice

Select any row in the Invoices list to open it.

Part of the page	What's there
Header	The invoice number, a Sent badge once it's emailed, and a status badge, such as Draft, Awaiting or Paid. The round arrow at the top left takes you back.
Header buttons	Send email, Preview (opens your client's copy in a new tab) and Edit. The ⋯ button has Reconcile, Copy link, Send email, Download PDF and Delete invoice — plus sync options if you've connected accounting software.
Payment details	This section is on the left and has a Reconcile button. Until you record a payment, it says "No payments recorded". Each payment shows the amount, how it was paid, the date and any note, plus buttons to change or remove it.
Invoice details	The invoice number, the client (select their name to open their profile) and your payment terms
Job & Visits	The job and visits the invoice was created from. If you created the invoice by hand, it shows "No job linked".
Activities	A history of what's happened to the invoice: when it was sent, and anything your accounting software has done with it. Use it to check whether the invoice really went out.
The invoice itself	Your business details, who it's billed to, every line, the totals, your notes and terms, and your payment instructions with bank details. There's a link to the client next to "Bill To".

Good to know

• Once an invoice is paid in full, it's a final record, so Edit no longer appears in its ⋯ menu on the Invoices list. You can still select Download PDF to keep a copy.