Invoicing & Payments
Issuing invoices, recording payments, chasing what’s owed. — 4 articles
How do I issue an invoice?
Invoices are generated from a dispatch, not created from scratch. On the Sales Order's Dispatches tab, click Generate Invoice on a dispatch card.
How do I record a payment against an invoice?
Open the invoice and click Record Payment. Enter the amount, method, and date, then confirm. The invoice's status updates automatically to Partially Paid or Paid.
How do I mark an invoice as sent, or void a wrong one?
Use Mark as Sent once you've emailed the invoice PDF. To cancel a mistaken invoice, use Void Invoice — but only while it has never been sent and has no payments.
How do I see what's owed and chase unpaid invoices?
Open the Payments page. It groups invoices into Overdue, Pending payment, and Recently paid, so you can work your collections list and click through to record payments.