Managing and Accessing Invoices
With Invoices you can send digital invoices, recurring series, or estimates from anywhere via email or text message, or manually. You can track which invoices are paid and unpaid, send reminders, accept payments, and configure your invoice settings all in real time.
There are several actions you can take in the Invoices section of your online Dashboard to help you better manage your invoices.
Filter Invoices
Filter and view invoices by status from your online Dashboard and the Point of Sale app. Filters include:
| Filter | Description |
|---|---|
| Sent | Unpaid, overdue, paid, refunded, cancelled, and failed invoices |
| Outstanding | Unpaid, overdue, and undelivered invoices |
| Paid | All invoices that are paid or fully or partially refunded |
| Payment Pending | A temporary status applied to an invoice that is in the process of being paid. |
| Scheduled | Includes the next recurring invoice instances that have not been sent, as well as normal scheduled invoices. |
| Drafts | Drafted invoices that have yet to be sent or scheduled |
| Recurring Invoice Filter | Description |
| Active | Active recurring series with scheduled invoices |
| Ended | Recurring series with all scheduled invoices sent, or a series that has been manually ended |
| Drafts | Drafted recurring invoices that have yet to be sent or scheduled |