Operation 1
Create an invoice
Invoice from a quote, job or the customer.
- 1
Open the quote, booking or contact.
- 2
Choose New invoice.
- 3
Confirm line items and due date.
- 4
Save or send.
Operation 2
Send Pay Now
Email a link so they can pay without chasing a PDF.
- 1
Open the invoice.
- 2
Choose Send with Pay Now.
- 3
The customer pays from the invoice they already have.
Operation 3
See what is outstanding
Partial payments stay on the invoice ledger.
- 1
Open the invoice.
- 2
Check the balance and payment history.
- 3
Follow up from the same customer record.