Use More > Invoices to manage customer billing. You can create invoices, track outstanding balances, set up recurring billing and convert unpaid orders into invoices.
What’s on the page
Three tabs sit at the top:
Invoices: every invoice you’ve created, with its payment status.
Scheduled: recurring invoice schedules that create invoices automatically.
Drafts: customers with unpaid orders that are ready to become an invoice.
The button in the top-right corner is New Invoice. On the Scheduled tab, it’s New Scheduler.
Invoices tab
The Invoices tab lists every invoice, so you can see what’s paid and what’s outstanding. Use the Customers filter, the Status filter (for example, Unpaid) or the search box to find one.
Each row shows:
Invoice ID
Recipient
Reference
Invoice Date
Due Date: overdue dates show in red.
Status
Total Amount
Select the checkbox on the left of the rows to run actions on several invoices at once.
Invoice actions
On the right of each row:
Pay: record a payment against the invoice.
View (eye icon): open the invoice.
Download (arrow): save it as a PDF.
Email (envelope): send it to the customer.
Delete (bin): permanently remove the invoice.
The total number of invoices and the page controls are at the bottom of the page.
How to create an invoice
Go to More > Invoices.
Select New Invoice. The invoice builder opens, with options on the left and a live preview on the right.
Choose whether you’re invoicing a Customer or a Business account, then search for and select the account.
Choose a Date Range to decide which orders to include:
Monthly: orders from a billing month you choose.
Custom: your own start and end dates.
All Unpaid: every unpaid order for that customer.
Optional: open Additional Options to set the payment due date, a discount, tax preferences, which order date to use and a PO (purchase order) number.
Check the preview. It shows your business details, the invoice number and dates, the recipient, the included orders and the total.
Select Create Invoice.
The invoice appears in the Invoices tab, where you can view, download, email or pay it. The preview updates as you make changes.
Scheduled tab
The Scheduled tab runs recurring invoices for regular customers, so you don’t create them by hand each time. Use the Customers filter or the search box to find a schedule.
Each row shows the recipient, schedule, Auto-Email and Auto-Charge status, last run, next run, total invoices created, payment terms and discount. Use the pencil icon to edit a schedule or the bin icon to delete it.
How to create a scheduled invoice
Go to More > Invoices > Scheduled.
Select New Scheduler.
Choose Customer or Business, then search for and select the account.
Set the schedule:
Frequency: how often invoices are created.
Day of Month: the day each invoice is created.
Days to Pay: the payment terms.
Discount: an optional percentage discount.
Order Date Source: which date is used to pick eligible orders.
Optional: turn on automation. Both are off by default:
Auto-Email Customer: sends each invoice as soon as it’s created.
Auto-Charge Card: charges the customer’s saved payment method.
Select Create.
The schedule appears on the Scheduled tab, where you can edit or delete it at any time.
Drafts tab
The Drafts tab lists customers who have unpaid orders that haven’t been invoiced yet. It’s the quickest way to turn outstanding work into an invoice. Use the Customers filter to narrow the list.
Each row shows the customer name, the total value of their unpaid orders, the number of unpaid orders and the linked business account, if there is one.
To invoice a customer, select Create Invoice next to their name. It creates an invoice with all their unpaid orders.