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Billing

The Billing page is our central hub for managing your customers’ invoices. It provides real-time visibility into unpaid and at-risk invoices, empowering your team with the tools to track, collect, and reconcile outstanding revenue.

This page will replace our “Invoice receivable” report.

Also, when you click the “Billing and payments” tab under the customer account, the link will open the customer’s invoice history on the Billing page.

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Key Features

Default view: unpaid and at-risk invoices

Upon viewing the Billing page, users see a list of invoices requiring attention. The default view includes invoices with the following statuses:

  • Outstanding: Fully unpaid or partially paid invoices
  • Due: Invoices with payment due today
  • Past Due: Invoices overdue for payment

Search

Enter the ID of a specific invoice, or the name of a customer, for a holistic view of their billing history. When searching for a specific customer, the results return all paid invoices, in addition to unpaid ones.

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Actions

View invoice: Access the full invoice details for review or sharing.

Send invoice: Send invoices directly to customers for payment.

Edit invoice: Adjust invoice details, such as modifying the amount. Useful for resolving disputes or making corrections.

Record a payment: Log payments manually for invoices, typically those completed via check or wire.

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Notable Columns

Payment: Offers visibility into the status of the latest payment:

  • Failed: Payment was attempted and requires follow-up
  • Processing: Transactions in progress
  • Matched with QuickBooks: Payments matched with QuickBooks records
  • Manual reconciliations: Partial or full payments completed via check or wire, and recorded manually

Invoiced Date: Indicates the billing date, which is the start date of the service period

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Best Practices

  • Check the Billing page regularly to address outstanding and past due invoices promptly.
  • Review invoice statuses regularly to maintain accurate records of manual and Quickbooks-synced payments.
  • Use the search functionality to quickly locate specific invoices or check payment histories during audits.

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Products

Think of Products as your price book. You can configure various Products and define Plans, Bricks, and default finance settings for any time the Product is selected on an Order.

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Bricks

Your Bricks represent line-item SKUs or add-ons offered in each of your Plans.

Check out more on Bricks here.

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Connect to your Stripe account

Connecting to Stripe only takes a few minutes, and is a great option to allow your customers to pay you quickly and easily with a credit card, or by bank through ACH.

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