For agencies💵 Billing & Payouts
Track invoice history and payments
Search and filter your finalized invoices, reopen or reprint them, and record customer payments with a running balance.
Invoice History is your searchable archive of every finalized invoice. From here you reprint, save PDFs, and track which invoices are paid, partially paid, or unpaid.
Step by step
- 1Open Billing, go to the Invoices tab, then choose the "Sent / Synced" sub-tab. That is your invoice history; the "Ready" sub-tab holds invoices you have built but not sent.
- 2Filter by date (defaults to the current month), customer, or interpreter, or type an invoice number to find a specific one.
- 3Click an invoice to reopen it, then Print or Save PDF as needed.
- 4Click Record Payment to log a customer payment; the amount defaults to the outstanding balance, and you can set a date and optional method.
- 5Watch the status update to Paid, Partial, or Unpaid based on the running balance.
- 6If QuickBooks is connected, click Refresh from QuickBooks to pull in any payments recorded there.
Tips
- Email an invoice to several people at once: the send dialog starts with the group's invoice email and offers one-click chips for the customer's billing contacts and requestors.
- Searching by invoice number ignores the date range, so you can find any invoice regardless of when it was created.
- When QuickBooks is connected and the invoice is synced, recording a payment pushes it to QuickBooks first, then records it locally, keeping both systems consistent.
- Each invoice keeps a full payment ledger so partial payments and the remaining balance are always visible.
- An invoice past its due date shows the due date in red with a chip telling you how many days late it is, so you can spot the stragglers without opening anything.
- To correct a payment you recorded wrongly, record a negative amount. Record Payment stays available on an invoice that already reads Paid, and an overpayment asks you to confirm before it saves, then shows as a credit balance.
- Refresh from QuickBooks skips any invoice whose totals disagree with QuickBooks and lists it by number instead. A voided invoice, an edited-down invoice, and a credit memo all read as a zero balance, and none of them means the customer paid you.
- Download CSV asks you to confirm first, because the file carries consumer and interpreter names. Every download is recorded.
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