Available on Pro and above
See what you have billed, what has been paid and what is late, then chase it. Both lists are in the left-hand sidebar under Finance: open Finance > Invoices (app.installhub.com/admin/invoices) or Finance > Payments (app.installhub.com/admin/payments).
Invoices or Payments?
- Invoices lists the invoices you raise on jobs. Cards at the top show Unpaid Invoices, Overdue Invoices, Paid This Month and Draft Invoices. Click the count on Unpaid Invoices to filter the list to them. The Invoices and Credit Notes buttons switch between the two lists.
- Payments lists every payment request, including deposits and payments your customers made online when accepting a quote. If you can’t find an invoice on Invoices, look here.
Columns and filters
Both lists show #Invoice, the job, Customer, Issue Date, Due Date, Status, Amount and Outstanding. Click Columns to add Reference, Type, Sent Date, Net, VAT and Paid.
Filter by Status and Issue Date. Payments also filters by Type: Deposit, Completed Job or Additional Works. Search by invoice number, reference, customer or job reference. Your columns, filters and saved views are remembered, and you can export either list.
What the statuses mean
| Status | Meaning |
|---|---|
| Draft | Not sent yet. You can still edit it. |
| Awaiting Payment | Sent, not fully paid. Outstanding shows what is left if it is part paid. |
| Overdue | Sent and past its due date. |
| Paid | Paid in full. |
| Void | Cancelled. No payment can be taken. |
Overdue is worked out from the due date. The invoice is still awaiting payment underneath, so the Status filter has no Overdue option. To list late invoices, filter by Awaiting Payment or Outstanding and sort by Due Date.
Row actions
Click a row to open the job’s payments page. The menu on each row offers what suits its status:
- Draft: Edit Invoice, Send Invoice, Create Credit Note, Duplicate Invoice.
- Awaiting Payment and Overdue: Resend Invoice, Mark as Void, Create Credit Note, Duplicate Invoice.
- Paid: Create Credit Note, Duplicate Invoice.
- Every row: View Job Payments, and View Invoice PDF once a PDF exists. On Payments, View in Stripe shows when the invoice is held in Stripe.
Mark as Void blocks any payment on the invoice and can’t be undone. To delete a draft, or add a new invoice, use the job’s payments page.
Chase a late payment
- Resend Invoice emails your customer the invoice again with the link to pay. They also get a text if SMS is on for your company.
- Switch on automatic reminders in Settings > Billing & Payments > Payment Reminders (app.installhub.com/admin/settings/billing/payment-reminders). You choose how many days after the due date the first one goes, the days between reminders and the most each invoice gets.
- With automatic reminders on, the job’s payments page shows the next reminder date. Send reminder appears on an overdue invoice there once it is due another reminder, if you’d rather not wait.
When a customer pays online, the invoice updates to Paid or shows the smaller Outstanding amount, and your Payment Notifications recipients get an email.
