Invoice DocsInvoice Overview

Invoice Overview

The Invoice Overview page provides a complete view of an individual invoice, allowing you to manage payments, track status, send reminders, view transaction history, and perform other invoice-related actions.

Header Actions

The header section provides quick access to common invoice actions.

Available Actions

List

Returns to the Invoice List page.

Edit

Opens the invoice editor, allowing you to modify invoice details.

Preview

Opens the invoice preview page for reviewing, downloading, printing, or sharing the invoice.

Mark as Sent

Updates the invoice status to Sent, indicating that it has been delivered to the customer.

Cancel Invoice

Cancels the invoice and updates its status accordingly. Cancelled invoices can no longer be processed for payment.

Record Payment

Allows you to record a payment received against the invoice.

Settle Now

Marks the invoice as settled by recording the outstanding balance as paid.

Summary metrics

The overview page shows:

MetricMeaning
Total AmountInvoice grand total.
PaidTotal recorded non-settlement payments.
OutstandingRemaining balance.
StatusDraft, Sent, Partially Paid, Paid, Overdue, or Cancelled.

Record payment

To record a payment:

  1. Open invoice overview.
  2. Click Record Payment.
  3. Enter amount.
  4. Select payment date.
  5. Select method.
  6. Add reference number if required.
  7. Add optional notes.
  8. Save.

Supported payment methods:

  • Cash

  • Bank Transfer

  • UPI

  • Card

  • Other

    Record Payment

Validation rules

The payment form checks:

  • Amount is required.
  • Amount must be valid.
  • Payment cannot exceed outstanding amount.
  • Payment date is required.
  • Payment method is required.
  • Reference is required for some non-cash methods.

Settle remaining balance

Use Settle Now when a small balance should be closed by adjustment or round-off.

The app records settlement as a payment entry with method/notes showing it is a settlement.

Watch the demo video below to learn the payment recording process

Cancelled invoice behavior

Cancelled invoices cannot accept new payments.

Payment history

Payment history shows:

  • Date
  • Amount
  • Method
  • Reference
  • Notes
  • Receipt action

Users can view receipt for each recorded payment and delete a payment if it was entered wrongly.

Reminders panel

The overview page also displays reminder status:

  • Next reminder
  • Pending/processing count
  • Sent count
  • Failed count
  • Reminder history
Invoice ListInvoice Reminder