This section focuses on how to manage, edit and process Invoices & Bookings once you have created them.

First navigate to the Invoices & Bookings Dashboard by going to Sales>Invoices & Bookings.

The possible Statuses of an Invoices & Bookings are:

• Draft
• Issued
• Paid
• Cancelled
• Archived

From there you can select the estimate that you want to edit by simply clicking on the invoice within the list. 

In addition if you select a client by clicking on the box on the left a feature appears where you can Record Payment. For more info go to Recording Payments.

In the sections below we will cover available functions by each Invoices & Bookings Status.

Draft Invoice

A Draft Invoice has not been shared with a client and is fully editable.

Functions available for a Draft Invoice:

• Approve Draft
  • When you click on Approve Draft you will get the following pop-up confirming that you want to issue the Invoice and whether you want to send an Email to a client.

• • Once you click OK the estimate is immediately emailed to the client

Client view of the email:

• For more on the Client Portal experience go to What Can My Clients Do In The Portal?
• View Invoice
  • Allows you to preview what the client will receive.

• Edit
• Cancel Invoice
• Print
• Copy Invoice

Issued Invoice

An Issued Invoice has been approved and ready for payment. 

Functions available for an Issued Invoice.

• Charge
  • Short-cut that allows you to quickly process a credit card payment for the invoice.
  • Provides you option to send receipt to client.

• Record Payment 
  • Allows you to record payment through the following methods:
    • Cash
    • Credit Card
    • Bank Transfer
    • Check
    • Paypal
    • Other
  • If a full payment is paid the invoice status will change to Paid.
  • If a partial payment is paid the invoice status remains in Issued.

• View Invoice
  • Allows you to preview what the client will receive.

• Send reminder 
  • Sends reminder email to the client of status of invoice.

• Copy Invoice 
  • Allows you to copy an estimate, assign to a any client and edit after creating a new estimate.
• Edit
  • Allows you to fully edit your invoice including adding/removing items.
• Archive
  • This puts invoice in historical status and no longer visible in the Invoices & Bookings Dashboard.
• Send to client
• Copy Invoice
• Cancel Invoice

Paid Invoice

A Paid invoice has been fully paid.

Functions available for a Paid Invoice.

• View Payments
  • View all payments made for an invoice.

• View Invoice
  • Allows you to preview what the client will receive.

• Print
• Send to Client
  • Below is the email a client receives.
  • Action the client takes will send them to the Client Portal.
  • For more info on the Client Portal functionality see What Can My Clients Do in the Portal?

• Copy Invoice

Cancelled Invoice

A Cancelled invoice cannot be acted upon except for historical purposes.

Functions available for a Cancelled Invoice.

• View Invoice

• View Invoice
  • Allows you to preview what the client will receive.

• Print
• Archive
  • Archiving an invoice will remove it from your payments summery page.

Archived Invoice

An Archived invoice is removed from the Invoices & Bookings Dashboard.  Only Issued Invoices can archived.

Functions available for an Archived Invoice.

• Reopen 
  • Reinstate invoice to Issued Status.