Invoices

Void or Cancel an Invoice the Right Way Cancel an invoice that shouldn't have gone out without messing up your reports or confusing your client. Invoices Reporting Voiding Help: My Invoice Isn’t Showing as Paid Troubleshoot why a payment didn't mark an invoice paid and how to set it right, fast. Invoices Payments Troubleshooting Nudge a Late Invoice With a Payment Reminder Follow up on overdue invoices in a way that's firm, friendly, and gets results. Getting Paid Invoices Reminders Recurring vs One-Off Invoices: Which to Use Decide when a retainer-style recurring invoice beats sending one invoice at a time. Invoices Recurring Billing Retainers Add, Edit, and Reorder Invoice Line Items Tweak an invoice's lines, quantities, and notes before you send it out. Editing Invoices Line Items Set Default Payment Terms That Get You Paid Faster Pick Net 7, Net 14, or due-on-receipt once and let every new invoice inherit it. Invoices Payment Terms Setup Stay ahead of aging The aging report buckets outstanding invoices into current, 30, 60, and 90+ with the actual invoices inside each so you can act. Invoices Reporting Bill tracked time to an invoice Select unbilled time entries and bill them to an invoice, where they become line items ready to send to your client. Billing Invoices Time Tag invoices for reporting Add tags like rush, recurring, or retainer to your invoices so reports can break down billed amount by the categories you care about. Invoices Reporting Tags Take a partial payment Record payments in any combination — a card here, a check there, a transfer for the rest — and watch the balance count down to zero. Invoices Payments