Reuse and follow up on invoices
Reusable invoices, payment reminders, and unpaid customer orders.
What to do
- Open Invoices and select My Invoices.
- Open an invoice to review its status. A viewed invoice is not proof of payment.
- Use Save as Template or Duplicate when the action is available. Review the customer, dates, items, and amounts before sending a new invoice.
- Use Send Reminder for an unpaid invoice when available. Check the displayed reminder limit and next available time.
Good to know
Cancellation and deletion depend on invoice state. An active payment process can prevent those actions. Templates are managed from the Templates page.