Send an Invoice and Track Payment

Send the invoice

From the invoice detail page, click 'Send.' We email the client a copy plus a link to a hosted view they can print or forward.

Track payment

• Draft — nothing sent, no ledger entry yet.
• Sent — emailed to the client, posted to accounts receivable.
• Partially paid — some payment received.
• Paid — fully paid; the ledger entry is closed automatically.
• Overdue — past the due date and not fully paid.

Record a payment

1. Open the invoice.
2. Click 'Record payment.'
3. Enter the amount, date, and the account it was deposited to.
4. Save. The invoice status updates and the ledger balances.