Manage Invoices

Learn how to track, filter, and manage your invoices effectively.

Invoice List View

The invoice list shows all your invoices with key details: invoice number, client name, amount, status, and due date. Use the search bar to find specific invoices or apply filters by date range, status, or client.

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Recording Payments

When you receive a payment, click on the invoice and select "Record Payment." Enter the payment amount, date, and method. Partial payments are supported — the invoice status will update to "Partially Paid" automatically.

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Sending Reminders

For overdue invoices, you can send payment reminders with a single click. Configure automatic reminders in your settings to send follow-ups at specified intervals after the due date.

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