The Invoices page stores all information regarding individual client transactions. Each invoice will have a unique number which, when clicked, opens the detailed view for that invoice. Once you have opened the invoice, you can choose to refund the full or partial amount paid, or resend the invoice details to your client via email.
The Invoices grid can be filtered by the following invoice statuses:
- Paid Invoices: These are invoices that have been successfully paid.
- Refunded: These are invoices that have been partially or fully refunded.
- Failing Invoices: Billing issues (e.g. expired credit card, over credit limit, bank rejection, etc.) are preventing these invoices from being paid. The payments will be retried automatically. See their invoice previews for the next billing attempt dates.
- Failed Invoices: These invoices have been automatically marked as failed after 3 failed payment attempts.
Resend an Invoice
If a client didn't receive an invoice or misplaced the email, you can resend them the invoice:
- In Payments, click on Invoices in the left navigation menu.
- Click on the invoice number of the invoice you wish to resend. You can use the search bar in the top-right corner to search invoices by client name or invoice number.
In the dialog pop-up, click the Resend button to resend the invoice. The client should receive it shortly via email.