Reuse and follow up on invoices
Invoice templates, payment reminders, and unpaid orders.
Track payment
Open Invoices → My Invoices and check the status. Viewed means the customer opened it. Paid confirms payment.
Reuse an invoice
- Open the invoice and choose Duplicate for a new copy, or Save as Template for repeated use.
- Find saved templates on the Templates page and choose Use Template.
- Check the customer, dates, items, and amounts before sending.
Send a reminder
Use Send Reminder on an unpaid invoice. If the reminder is not yet available, check the next permitted time shown on the invoice.