Send Reminders for Overdue Invoices

Navigate to More → Invoices.

Invoices display in date order and show the customer name, invoice amount, invoice date and number, and status.

1. You can search for the Invoice number, invoice amount, date, and customer name by entering all or part of any. (If you search for a number, it could show the date, amount, or invoice number in the resulting list.)

2. You can create a new invoice from this page, as well. Tapping Create Invoice takes you to the checkout page to begin the process.

Tap an invoice to view the details. (You can also tap View from the Action menu.)

Tap the Action menu (3 vertical dots) on an invoice with a status of Sent or Overdue, and then tap Send Reminder.

The customer's email address is selected by default.

If wanted, enter additional email addresses, separating each with a comma, and tap Send.

The customer receives a detailed copy of the Invoice, which they can pay by tapping Pay Invoice in the email.

The customer can add a tip if wanted. They may be asked to enter their credit card information, including their billing address.

To confirm the payment, they'll tap Pay Invoice.

Navigate to Settings → Things We Sell → Invoices.

Use Search and the Status filter to limit the list of invoices.

1. Use the status drop-down menu to show invoices with the selected status.

   The default is All. You can send reminders for invoices with a status of Sent or Overdue.

2. You can search for the Invoice number, invoice amount, date, and customer name by entering all or part of any. (If you search for a number, the result might include the date, amount, or invoice number.) Click Search after making your entry.

3. You can create a new invoice from this page, as well. Click Create Invoice to go to the checkout page to begin the process.

Click View from the Action menu (3 vertical dots) to see the invoice detail.

Select an invoice with a status of Sent or Overdue and click the Action menu.

Click Send Reminder.

If wanted, enter additional email addresses, separating each with a comma, and click Send when you're ready.

The customer receives a detailed copy of the Invoice , which they can pay by clicking Pay Invoice in the email.

The customer can add a tip if wanted. They may be asked to enter their credit card information, including their billing address.

To confirm the payment, they'll click Pay Invoice.

Navigate to More → Settings → Employees → Access Levels.

Select the access level to change, tap the Action menu (3 vertical dots), and then select Edit.

Scroll down to the Checkout section, and then Invoice Management is the last entry.

1. Tap View to allow the employee to see all invoices.

2. Tap Modify to enable employees to add or change invoices.

   Green indicates that the option is on for this access level.

   

Navigate to Settings → Employees → Access Levels.

Select the employee type you want to change, click the Action menu (3 vertical dots), and then select Edit.

Scroll down to the Invoice Management access level.

1. Click View to allow the employee to see all invoices.

2. Click Modify to enable employees to add or change invoices.

   Green indicates that the option is on for this access level.