Customers and invoicing

Start here: Find invoices and understand their status

Filter invoices and understand drafts, posted invoices, payments and voids.

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Customers

• Find customers and outstanding balances
• Add or edit a customer
• Review a customer’s page and history
• Review a customer’s outstanding balance

Invoices

• Create an invoice
• Edit, void or delete an invoice
• Send an invoice and understand the email
• View or download an invoice PDF
• Use the public invoice and payment page
• Create and review batch invoices

Payments

• Record a payment
• Handle partial payments and overpayments
• Print and manage payment receipts
• Send payment reminders
• Delete or void a payment