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Managing Invoices

Send a reminder​

Send a quick nudge for overdue or unpaid invoices.

  1. Tap Invoice and select the Invoice you want to send a reminder for.
  2. Tap Remind, then choose whether to send the reminder as an email or through WhatsApp, SMS, Instagram, or any other messaging platform.

Edit an Invoice​

  1. Tap Invoice and select the Invoice you want to edit
  2. Tap ⋮ and select Edit
  3. Update the details and tap Update
  4. Choose whether to notify the customer about the update
note
Any changes you make won’t affect invoices that have already been sent. If you edit a recurring invoice, the changes will only apply to future ones

Clone an Invoice​

Create an Identical Invoice to send to a different customer.

  1. Tap Invoice and select the Invoice you want to clone
  2. Tap ⋮ and select Clone
  3. Choose a Customer. You can also update some details.
  4. If you’re cloning a recurring Invoice, tap Continue > Schedule to set it for the next recurring date from the original invoice.
  5. If you’re cloning a one-time Invoice, tap Create and send it by email or link.

Viewing Invoice activity​

Invoice reports help you track how much of your revenue comes from Invoices over a specific period. To narrow things down, you can apply filters such as Date, Currency, Charges, Volume, Shipping address, and Tips.

Learn more about Invoice reports.