User Guide
Managing Invoices
Work the Invoices tab — filter by status, search, bulk-select to mark paid, remind or delete, and use per-invoice actions like View PDF, Pay link and Revoke.
The Invoices tab is your control centre for everything you've billed. Filter, search and act on invoices one at a time or in bulk — and grab a pay link whenever you need one.
Filter & find
Use the status filter pills along the top to narrow the list, and the search box to find an invoice by number, customer name or phone.
| Pill | Shows |
|---|---|
| All | Every invoice, regardless of status. |
| Unpaid | Sent invoices still awaiting payment. |
| Overdue | Sent invoices past their due date — chase these first. |
| Paid | Invoices you've marked as paid. |
| Draft | Unsent, still-editable drafts. |
Bulk actions
Select multiple invoices to act on them together — handy at month-end or when chasing a batch of overdue clients.
- Mark paid — record payment on several invoices at once after a reconciliation.
- Remind — send payment reminders to the selected customers, using each one's notification preferences.
- Delete — remove invoices you no longer need (best reserved for drafts and mistakes).
Per-invoice actions
Open any invoice — or use its row menu — to:
- View PDF — open or download the generated invoice PDF.
- Pay link — copy the secure pay link to share on WhatsApp, email or SMS.
- Revoke — disable a pay link so it can no longer be used; revoked or expired links show the visitor a clear message.
Drafts vs sent invoices
Drafts are editable — change line items, tax, customer or styling as much as you like. Once an invoice is sent it's locked to keep your records and your customer's copy in sync.