View paid, unpaid, and failed invoices in your app.
Invoice Unpaid
Although your app sends numerous automatic notifications to users that the invoice is issued, sometimes it's useful for you to see who has an unpaid invoice to follow up manually. To view the unpaid invoices:
Navigate to Community and select the "Companies" or "Users" tab.
Tap on the "Invoices" column header, and all customers with due invoices will appear at the top of the list.
Open a company or user's profile > Billing > Invoices > view or resend the unpaid invoice.
Invoice Payment Failed
Payments could fail for many reasons: your customer may not have a sufficient bank account balance, the customer's bank may be limiting online transactions, or something may not work in your payment gateway, and more. If your customer's invoice payment doesn't work, you may want to follow up in real-time to help them resolve the issue.
To view the invoices where payment has failed:
Navigate to the Notifications page and view the recent history of invoice payments that failed.
Tap the notification about the invoice to view the details.
You can also view a failed invoice payment of the particular customer on Community > select user/company profile > Billing > Transactions page.
Invoice Paid
Sometimes it's helpful to get a list of paid invoices for your finance or accounting. Here's how to do that:
On your web app, go to the Analytics page by pressing the "Analytics" icon next to the location's name > tap
Create Reporttop right.Select the "Invoices" report type > set the necessary start and end dates for the report period, status > tap
Downloadto get the CSV file.
Note that notifications about all invoice payments appear on the Notifications page by default. If you don't see notifications about invoice payments, manage your settings on the Notifications page. Understand and manage notifications
FAQs
How can I see all invoices in one place rather than checking them per customer?
How can I see all invoices in one place rather than checking them per customer?
To view all invoices in one place, download the "Invoices" custom report from the Analytics page for your desired time range. This report will compile all invoices issued within the selected period, allowing you to easily check payment statuses and more.