Viewing and managing your invoices

📑 Viewing and managing your invoices #

In this section, you can see all the invoices you’ve created.
It helps you track which invoices are paid or unpaid, download them, and perform other actions.

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👀 What you can see on this page #

• Client:
  Shows the client’s name and email.
• Invoice Date:
  The date you created the invoice.
• Due Date:
  When the payment is due.
• Amount:
  The total amount of the invoice.
• Transactions:
  Displays a quick status, like Paid: $109.00 or Due: €89.00.
• Status:
  Clearly shows if it’s Paid (green) or Unpaid (red).
• Action icons:
  • Blue download icon: Click to download the invoice PDF.
  • Three dots (⋮): Click to open more options.

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⚙️ What happens when you click the three dots? #

You’ll see the menu with these options:

• Edit:
  Change the invoice details.
• Delete:
  Permanently remove the invoice.
• Reminder:
  Send a payment reminder to the client.
• Invoice URL:
  Copy a direct link to the invoice that you can share.
• Start Recurring:
  Convert this into a recurring invoice that repeats automatically.
• Send WhatsApp:
  Send the invoice link or details directly to the client via WhatsApp.

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✅ Done!
This section makes it easy to:

• Check what invoices you’ve issued,
• Download them with the blue icon,
• Or manage them with the three dots menu.