Invoices

Send an invoice Send a reviewed invoice and make the customer portal link available only after the invoice is ready. › Create an invoice from Money Create a draft invoice with the right customer, line items, due date, currency, and review notes before sending. › Track invoice status Track draft, sent, viewed, unpaid, partial, paid, overdue, voided, and refunded invoice states from Money. › Copy and open customer portal links Use customer portal links to preview or share a sent invoice without exposing admin-only Money details. › Send payment reminders Prepare and review invoice reminders for unpaid or overdue customers without sending duplicate or inaccurate follow-up. ›