Invoice Status Report

 

1) Go to Payments >Payments Reporting

2) Click on the Invoice Status report tab

3) This report shows pay by text invoices that have been sent: 

  • the amount due
  • order number (i.e. Invoice #)
  • the staff user email who sent the invoice
  • the date the invoice was sent
  • the status of the invoice
    • Active invoices can still be paid or canceled
    • Expired invoices cannot be re-opened or paid
    • InActive invoices have been cancelled and cannot be re-opened or paid

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4) Use the buttons in the Actions column to: 

A. Open an Active (pending payment) invoice

B. Cancel an Active (pending payment) invoice

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The View button opens the invoice in a new browser tab just as the customer would see it on their phone. You can copy and resent the link again if the customer needs it.

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If you click on View in an Expired or InActive transaction row, a browser tab will open to a "no longer active" message instructing the customer to call your designated business phone number for support. 

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