Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Invoice Actions
Send an invoice, share its payment link, mark it paid, duplicate or delete it, and see its history.
Send an invoice, share its payment link, record a payment you received yourself, and keep track of everything that happened to it.
Overview
This guide covers the buttons on the invoice page and its history.
Who Can Access
Each action has its own permission, such as Manage Invoice Status, Send Invoice Email or Manage Payment Links.
Step-by-Step Guide
Open an invoice
Click the invoice number. The buttons at the top are Edit, Download PDF, Send to Client, Share and Mark as Paid.
Check the invoice
The invoice shows your details, its number, the issue and due dates, how it was paid and its status, and who it is billed to. View Account opens the client and Payment Link copies the link.
Send it
Send to Client emails the invoice to the client. Share copies its payment link, which opens a page where the client can pay without signing in, as long as Allow clients to pay is on.
Record a payment
When a client pays you another way, click Mark as Paid. A manual payment is recorded, linked orders move on, and the client gets the paid email. If the invoice allowed a partial upfront payment, a new invoice is created for the rest.
Use the more menu
⋮ has Update Address, Duplicate Invoice, Mark as Unpaid, Refund and Delete Invoice. Update Address changes the client’s own address, not only this invoice’s. Duplicate makes a new Unpaid invoice due in a week. Delete can’t be undone.
History
The History card lists what happened to the invoice, who did it and when. See more opens the full Invoice History, where you can click an entry for details.
