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What your customer sees

See the emails and payment pages your customer receives. 5 guides.

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All Business Nonprofit

Start here: The invoice email

Read the invoice summary, open the full invoice and understand which payment links and attachments may appear.

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Invoices

  • The invoice page

Payments and reminders

  • Paying online
  • The payment receipt
  • The payment reminder

Common problems

  • Did Save & Send email my invoice?
  • Why can't I mark an invoice sent?
  • Why can't I email an invoice?
  • Why can't I change a sent invoice's amount?
  • Why can't I void an invoice with payments?

Need a hand?

Tell us what you were trying to do in What your customer sees.

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Popular tasks

Connect a bank with Plaid Reconcile an account Enter a bill Your first week with General Create an invoice Record a payment
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