Invoice details

Below are more details you can view on Invoices.

Jump to:

• Invoice Tracker
• Past Payments
• Invoice Notes

Invoice Tracker

Know exactly what status the invoice is in after sending it to your customer. A tracker above an invoice will show the status.

Possible payment statuses include the following:

• Sent - Date you sent the invoice to your customer
• Unsent Invoice has not been sent to the customer but will be displayed in their unpaid invoices and start the auto-charge process if setup for that customer
• Bill created - Date your customer created a bill to pay you in their account
• Accepted - Date your customer accepted the invoice to pay you in their account
• Approved - Date your customer approved the bill to pay you
• Payment Incoming - Date the payment will be deposited in your bank account

Note: Not all payment statuses will apply to all situations.

Past Payments

• The total amount of past payments can be viewed in the Invoice Details section
• The breakdown of multiple past payments can be viewed in the Past Payments section

Invoice Notes

Add notes on the specific invoice for your own records or to communicate with others.

Private note - for internal team members

1. Enter notes in the Notes section of the invoice
2. Select Submit

Note to a connected customer

If you're connected to the customer via the Network or if your customer has a portal account, a note can be sent to easily communicate regarding the invoice.

1. Enter notes in the Notes section of the invoice
2. Select Visible to customer
3. Select Submit

Things to know:

• After a note has been saved, it can't be edited or deleted
• A user can tag another user on the BILL account in an internal note, triggering an email notification, by typing the @ symbol followed by their name.