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Find, send and update your invoices

How to find an invoice, download it, email it, mark it as paid and correct it.

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Written by Sophie Mcdonald

Every sale has an invoice. This guide shows you how to find one, download it, email it to your customer, mark it as paid and correct it.

See all your invoices

  1. In the menu, open Business Operations.

  2. Click Invoices.

The list shows every invoice with its status: Paid, Unpaid or Overdue.

The Invoices list, with invoices marked Paid, Unpaid and Overdue in the Status column

Find an invoice

Type its number in Search Invoice Number, or a customer or company name in Search Customer / Company. The list shows only the invoices that match.

Search Invoice Number with an invoice number typed in, and the one invoice that matches

Download a PDF

  1. Click the invoice to open it.

  2. Click PDF to keep a copy.

An open invoice with the PDF, Email and Edit buttons

Email an invoice

  1. Open the invoice and click Email. The customer's email address is already filled in.

  2. To send it to someone else too, for example their accounts team, add their address after a comma.

  3. Click Send Invoice.

The Email Invoice window with two addresses separated by a comma, and Send Invoice

The invoice goes as a PDF attachment, and you'll see Invoice sent successfully!

Mark an invoice as paid

  1. When the customer pays, go back to Invoices.

  2. On the invoice's row, in the Status column, choose Paid.

  3. In Mark as Paid, check the Payment Date (it is today unless you change it) and choose the Payment Method.

  4. Click Save.

The Mark as Paid window with Payment Date and Payment Method filled in, and Save

The invoice's status changes to Paid.

Correct an invoice

  1. Open the invoice and click Edit.

  2. Change what you need.

  3. Click UPDATE INVOICE at the bottom of the page.

The UPDATE INVOICE button at the bottom of the Edit Invoice page

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