Reporting: Invoices
1. Search Filters. You can filter invoices by date, invoice status, and location.
2. Load / Export. Click Load Everything to see all invoices matching the criteria specified by your search filters. Click Export CSV to generate a CSV of all currently displayed invoice records.
3. Stats. Here you will find the number of currently displayed invoices and their total monetary amount.
4. Toggle on Missing payment info only to show only invoices without a payment method.
The Invoices Reporting page allows you to filter invoice records by date, invoice status, and location.
Invoice Statuses:
Open invoices are due on their due date and, when tied to a subscription, will be auto-paid on their due date, or a number of days before or after based on the subscription settings.
Closed invoices are settled and have been paid in full. A closed invoice will be re-opened when a full or partial refund is applied.
Voided invoices have been canceled, are no longer due, and won't be auto-paid. Note: invoices tied to an active subscription cannot be voided and must be discounted to $0 and closed.
Processing invoices may be 'processing' for a period of time until settled if the payment transaction succeeded, or re-opened if failed.
The Processing status applies only to invoices paid via ACH.
You can click the Pay button on an individual invoice report to process your client's invoice.
Click the Details button to view the details of an invoice.
