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Invoices and payments

How to review an invoice

Read an invoice detail page to understand total, amount paid, balance due, and the next step.

Updated

For: Owner, Admin

1. Read the Financial Summary

  1. Open the invoice from the list.
  2. Review Invoice amount, Amount paid, and Balance due.
  3. Confirm subtotal and total.
  4. Use the status to decide whether to send, collect, or follow up.
How to review an invoice

States You May See

Draft

Meaning: The invoice exists, but it has not been sent to the customer yet. Where it appears: Invoice list and detail. Next step: Review and send it when ready. It does not mean: It does not mean the customer received it.

Sent

Meaning: The invoice was sent to the customer and may still need payment. Where it appears: Invoice list and detail. Next step: Follow up or record payment when appropriate. It does not mean: It does not mean it is paid.

Paid

Meaning: The invoice has no remaining balance. Where it appears: Invoice list and detail. Next step: Review history or receipts if needed. It does not mean: It does not automatically change the job status.

Balance due

Meaning: There is still an amount to collect. Where it appears: Financial summary. Next step: Record payment or send a reminder when appropriate. It does not mean: It does not mean the customer viewed the invoice.