Manage invoices

The invoice list shows every invoice and whether it has been paid. From here you can open, fix, copy, download or delete any invoice.

What each status meansCopy Anchor Link

Act on an invoiceCopy Anchor Link

Open Finance › Invoices and use the actions menu on any row:

• View details opens the invoice with its payments, activity and actions.
• Edit changes the invoice. Preview it again before you resend.
• Duplicate starts a new invoice from this one. Check the client, dates and lines before sending the copy.
• Download PDF saves a copy. Download again after any change.
• Copy public link gives you the link your client uses to view and pay.
• Record payment adds money you received outside Agiled. See record and manage payments.
• Send reminder emails your client about the balance.
• Delete removes an invoice created by mistake.

You're done when the invoice shows the status and balance you expect in the list.

Fix an invoice you already sentCopy Anchor Link

• Small mistake, not paid yet: edit the invoice, then resend it or share the link again.
• Already paid, or the amount owed should drop: issue a credit note so the payment history stays clear.
• Should not be paid at all: cancel it rather than deleting it, and tell your client to ignore it.

If you change the invoice to a different contact, it bills that contact from then on. Editing an invoice keeps its payment schedule unless you change it.

Export your invoicesCopy Anchor Link

On the invoice list, select More › Export CSV. The file follows the filters and sort on your screen, includes custom fields, and holds up to 10,000 rows.

Good to knowCopy Anchor Link

• Viewed means opened, not agreed. Follow up if it stays unpaid.
• If an invoice looks overdue but your client says they paid, check payments before sending a reminder.
• Your client's page and PDF always show your business details next to Bill To.

RelatedCopy Anchor Link

• Create an invoice
• Send an invoice
• Client statements