Step by step
- The customer opens Invoices: To pay and Overdue totals at the top, then each invoice with Number, Date, Due, Amount and Unpaid, Overdue, Paid or Credit note.
- View opens the invoice as a printable copy (your details, their details, lines, VAT and totals, bank details while it is unpaid). Print prints it; Download PDF downloads the PDF you made in the office.
- Open invoices can show Pay by card or the Direct Debit date when you use Stripe or GoCardless.
What is shown
Only issued invoices and credit notes of the last two years, billed to the customer's own company. Drafts and cancelled invoices are never shown.
Download PDF appears once the PDF exists: it is made when you issue the invoice, or with Download PDF in the office.
Works together with
- Customer portal: pay invoices onlineCustomers see their invoices in the portal and can pay open ones by card, or set up Direct Debit when you have invited them.
- InvoicesCreate invoices from finished jobs or from scratch, issue them with your numbering, send the PDF or send them to Xero, record payments and correct mistakes with credit notes.
- The customer portalYour customers sign in to see their machines per site (status, toner, last readings), their service calls with the engineer's visit, the toner sent and their invoices. They can send meter readings, report a fault with a photo, order toner and pay online.