How do I resend, void or mark an invoice paid?

After an invoice is sent you can follow it, remind the customer, record a payment that did not happen online, or cancel it.

Before you begin

• Only owners can resend, void or record a payment. Others can read the list.

Steps

See where things stand

1. Open Invoices.
2. The tiles show how many are waiting for payment, the amount still to come in, how many are overdue, and what was paid this month.
3. Use the tabs All, Waiting for payment, Paid and Voided. Each row shows when it was sent, the invoice number, customer, amount and status. Press the number to open it.

Email it again

On the invoice, press Email it again and confirm. The customer gets the payment link again.

Customer paid cash or by check

1. On the invoice open Paid another way.
2. Under How They Paid choose Cash, Check or Another way.
3. Press Record as paid. The customer's link stops asking for payment, and no card is charged.

Cancel it

Press Void and confirm. The customer's link stops working. Send a new invoice if the amount was wrong.

What you'll see

Paid invoices record the sale for your reports and QuickBooks. Voiding or paying updates the status in the list, and a note shows when it was paid and how.

Troubleshooting

The buttons are missing. They show only on invoices still waiting for payment, and only for owners.

It says "email held until launch." Emails to customers are held until your website goes live.