Invoice Management

Overview

Invoice Management makes it easier to view, track, and manage invoices across your business. You can review invoices from a centralized list, access invoice history from each client profile, and quickly see payment status, balances, and available invoice actions.

Where to find it

You can access invoices from:
Payments → Transactions Client Profile → Invoices

View Business Invoices

The business invoice list allows you to:

View invoices across all clients
Review invoice status
View invoice totals, payments, and remaining balances
Quickly locate invoices that require attention

View Client Invoice History

Each client profile includes an invoice history, making it easy to review previous invoices, payment status, and balances without searching through appointments.

Manage Invoices

Depending on the invoice status, you can:

View invoice details
Edit the invoice date
Review balances and payment information
Take available invoice actions

Things to Know

Invoice actions vary depending on the invoice’s current status.
Invoice information is available from both the business invoice list and individual client profiles.
Outstanding balances update automatically as payments are applied.

Frequently Asked Questions

Where can I find a client’s invoices? Open the client profile and select the Invoices section.

Can I see invoices for all clients? Yes. Go to Payments → Transactions to view invoices across your business.

Can I edit invoices? Available actions depend on the invoice’s current status and your user permissions.