The Invoices page shows every invoice you've created, with a summary of what's waiting to be paid, what's paid and what's overdue.
Open the Invoices page
In the left sidebar, select Invoices.
At the top, the chart shows the total Pending, Paid and Overdue amounts. Choose the period above the chart: This month, Year to date, Past year or All time.
Below it, the list shows each invoice's Date, Invoice No., Client, Amount, Status and when it was last updated (Updated at).
Invoice statuses
Status | What it means |
Draft | You've created the invoice but haven't sent it yet |
Pending | You've sent the invoice and it isn't paid yet |
Opened | Your customer opened the invoice link |
Partially paid | Part of the amount has been paid |
Paid | The invoice is paid in full |
Overdue | The due date has passed and the invoice isn't fully paid |
Upcoming | The next invoice of a recurring series. Duranta creates it as a draft on its date |
Filter, search and sort
Select Draft, Pending, Paid, Overdue or Upcoming above the list to show only those invoices.
Type in Search invoices to find an invoice.
Select the Date or Client column header to sort or filter by that column.
Invoice actions
Select ... at the end of a row:
View Customer opens the client's page.
Edit Invoice opens the invoice.
Record Payment marks a payment you received another way, such as a check or cash.
Delete removes the invoice.
For an Upcoming invoice, the menu shows Edit Recurring Invoice Template, to change every future invoice in the series, and Skip Invoice, to skip just this one, instead of Record Payment and Delete.
đĄ To get paid online, add a payment link to your invoices. See How to add a payment link to your invoice.
For the full steps to create and send an invoice, see Creating and sending invoices in the web app. For recurring invoices, see Creating recurring scheduled invoices. To invoice completed work orders, see Scheduling: Work Orders and the Calendar in the web app.