Skip to main content

How to View Propelr Invoice in Projects

Updated yesterday

If you’ve marked “Is Propelr Cash” in a proposal and enabled the “Enable Propelr Surcharge Amount” setting, the related invoice will be available once that proposal is converted into a project.

Step 1: Go to Manage Projects in the left panel and click on Projects.

Step 2: Find and open the project you want to review.

Step 3: Navigate to the Invoice tab.

Step 4: Click Details to view the invoice.

Step 5: Review the full details of past payments here.

Step 6:

  • If a payment has been made but not yet deposited into the merchant’s bank account, you can select Void.

  • If a payment has already been received by the merchant, you can issue a Refund.

Step 7: Click Sync to refresh and update the invoice status.

Step 8: Select Send Invoice to share the invoice directly with the merchant.

Did this answer your question?