Overview of Invoices

Overview

Finances → Invoices lists every invoice in the studio. Each project also has its own list under Finances → Invoices on the project.

The list

• Status filters: All, Sent, Pending, Archived.

• Search by invoice number, client or project; filter by project, client and date range.

• Columns: INV #, Date, Client, Status, Tag, Amount, Balance, Seen, Linked, QB Sync, Actions. Sort by clicking the arrows.

Statuses

Draft, Waiting, Sent, Approved, Partial, Declined, In Revision, Paid, Unpaid. Sending moves an invoice to Sent; a zero balance moves it to Paid.

Row actions

• Share — Client View, Copy client link, Download PDF, Send to Client.

• Pencil — edit.

• + — Record a payment, Create Purchase Order, Link to…, Push to QuickBooks.

• Archive and Delete.

Quick view panel

Click an invoice number for the Invoice, Activity, Notes, Payments, Documents and Versions tabs, and More → Mark as sent / Refund / Delete.

Paid invoices

Once paid, an invoice's pricing is fixed. Descriptions, specifications and client-facing names can still be edited; quantities, prices, discounts and taxes can't.

Refunds and credits

Refunds are recorded per item from More → Refund, and can become a credit on the client's account.

Related articles

• How to Create an Invoice and Add Items from the Library

• How to Use the Invoice Quick View Panel

• How to Record a Payment on an Invoice