Invoices
How do I view customer invoices?
Head to Invoices & credit notes > Invoices and you'll see a full list of all the invoices that have been sent to your customers, with the date of the invoice, the customer name and the invoice amount and status. You can search for an individual customer if you know who you're looking for or filter by status if you want to see all of the unpaid invoices, for example. Just select an invoice in the list to open the view of the individual invoice.
How do I filter invoices by status?
You can filter your invoices based on the status of customer payments. In order to do this, head to Invoices & credit notes > Invoices and hit the status header or filter icon to select a status to filter by i.e paid, unpaid etc.
How do I download an invoice?
To download an invoice, locate the invoice in Invoices & Credit notes > Invoices and then hit 'View' to open the individual invoice. Here you will have the option to download the invoice as a PDF.
How do I refund an invoice?
To refund a paid invoice, locate the invoice in Invoices & Credit notes > Invoices and then hit 'View' to open the individual invoice. Here you will have the option to refund the invoice which will send a credit note to the customer.
How do I resend an invoice?
To resend an invoice to a customer, locate the invoice in Invoices & Credit notes > Invoices and then hit 'View' to open the individual invoice. Here you will have the option to resend the invoice to the customer.
How do I reattempt payment of an invoice?
To reattempt payment of an unpaid invoice, locate the invoice in Invoices & Credit notes > Invoices and then hit 'View' to open the individual invoice. Here you will have the option to reattempt the payment of the invoice.
Why is my invoice 'Pending' ?
We batch our invoices so that they are run every five minutes at 00:00, 00:05, 00:10, and so on.
You may find that an invoice has the 'pending' status until it has been processed.
How do I update the status of an invoice?
To update the status of an invoice, locate the invoice in Invoices & Credit notes > Invoices and then hit 'View' to open the individual invoice. Here you will have the option to update the status of the invoice.
How do I change my invoice details such as name, address and contact details?
Head to Settings > Configuration > Invoice settings. Here, you can edit the footer content and support contact details that'll appear on your customer invoices.
Can I customize the look of my invoices?
Yes, head to Settings > Configuration > Brand customization and then hit the Email and invoices tab to add your own colours, logo and favicon.
Is invoice data cleared?
We don't clear invoice data, as this data contributes to the reporting features we have. When a customer is deleted, the invoice data will stay but there will be no personal data associated with it.
What is the invoice number?
On the Invoices page on Billsby you will see a list of invoices associated with your account. One of the columns is headed 'Invoice Number'. The Invoice Number is simply a unique identifier for each invoice, made up of the customer ID plus a unique set of digits.
How do I export all of my invoice data?
You can export all of your invoice data by navigating to the Invoices menu and clicking the 'Export' button.
When you initiate an export, we’ll generate it in the background in a .CSV format so you can keep using the Billsby Control Panel. Once complete, we’ll email you a link to download the file. Your data will be emailed to the email address your Billsby account is registered to.
Updated about 2 years ago