Manage Invoices in the UI

Invoices allow you to bill customers and track payments in Payabli. This guide explains how to manage invoices through the Payabli UI.

To access your invoices, navigate to Money In > Invoices. This opens the All Invoices view where you can manage all invoices created in your account.

For each invoice, you can:

• View and edit invoice details including customer information, payment terms, and line items
• Send invoices to customers with optional payment links
• Download invoice copies for your records
• Mark invoices as paid when payment is received
• Access customer records associated with invoices
• Delete invoices when needed

To filter invoices by status, click the triangle next to All Invoices and select from Draft, Open, Past Due, Partially Paid, or Paid.

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View or edit an invoice

To view or edit an invoice from the UI, follow these steps:

1. Find the invoice you want to edit.
2. Click the three-dot icon in the Action column.
3. Select View/Edit Invoice.
4. In the Edit Invoice panel, you can:
   • Update customer details, invoice numbers, due dates, and line items
   • Set payment terms by clicking the Term icon
   • Schedule future or recurring invoices using the Schedule option
   • Edit payment link headers under Advanced options
   • Specify allowed payment methods under Advanced options
5. Under Payment, choose to either:
   • Send Invoice to email it to the customer
   • Charge customer now to process payment and send a paid invoice

Click Show Preview to review the invoice before sending. Use Save & Download to keep a copy for your records.

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Send an invoice

To email an invoice to the email on file from the UI, follow these steps:

1. Locate the desired invoice.
2. Click the three-dot icon in the Action column.
3. Select Send Invoice.
4. Follow the prompts in the modal to send the invoice.

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Download an invoice

To download a PDF version of an invoice from the UI, follow these steps:

1. Find the invoice you want to download.
2. Click the three-dot icon in the Action column.
3. Select Download Invoice.

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Mark an invoice as paid

To mark an invoice as paid from the UI, follow these steps:

1. Locate the invoice to mark as paid.
2. Click the three-dot icon in the Action column.
3. Select Mark as Paid.
4. Follow the prompts in the modal to mark the invoice as paid.

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Delete an invoice

To delete an invoice from the UI, follow these steps:

1. Locate the invoice to delete.
2. Click the three-dot icon in the Action column.
3. Select Delete.
4. Follow the prompts in the confirmation modal to delete the invoice.