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Invoice details

Invoice Tracker

Know exactly what status your invoice is in after you have sent it to your customer. In the tracker, above an invoice, you will see a status for:

  • Sent
  • Accepted
  • Approved
  • Payment incoming

Invoice_tracker.png

Edit Invoice

To edit an invoice:

  1. In Invoice details box, click Edit Edit_invoice.png
  2. Edit details
  3. Click Save & new or Preview & send

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

Past_payments.png

Invoice Notes

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

Invoice_Notes.png

Private note

  1. Enter notes
  2. Click Submit

Note to a connected customer

If the customer is connected in the Bill.com Network, a note can be sent to easily communicate regarding the invoice.

  1. Enter notes
  2. Turn on Visible to customer
  3. Click Submit
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