This feature is currently in beta testing and may not be available for all users.
Using Invoices for Your Business
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Maintain a professional image with clear, detailed invoices.
Stay organized by tracking invoice statuses such as Draft, Open, Overdue, or Paid.
Easily manage overdue payments with reminders or follow-up actions.
Accessing
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Invoices
From the Business tab at the top of the main
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window,
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select
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Invoices. From there, you can:
Create an invoice using New Invoice.
Filter your invoices by selecting All, Draft, Open, Overdue,
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or Paid from the status buttons above the list of invoices.
Use the dropdown filters to select a specific business or date range.
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Double-click any invoice to view details, edit,
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send reminders, or create a new invoice.
| Info |
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Invoicing currency limitationsInvoicing is only available for U.S. accounts. Multi-currency is not supported. If you change the currency of a banking account associated with client invoice payments, a new accounts receivable (AR) account will be created in the new currency. Linked invoices will lose their association, and their status will revert to Open. |