Track invoice status

Invoice status helps your team know which customers are ready, which need a reminder, and which invoices are complete.

Find the invoice

1. Open Payments or Faster Money and go to invoices.
2. Search by customer, invoice number, service, or status.
3. Open the invoice to review line items, due date, payment link, and activity.

Follow up

1. Send a reminder when the invoice is due or overdue.
2. Record any customer context in the customer record.
3. Mark the workflow complete only after payment and service status are both clear.

Good to know

• Use clear invoice names so customers recognize what they are paying for.
• Review overdue invoices on a regular schedule.

Keep the page focused on the customer action you want next. You can always come back and improve details after the core workflow is live.