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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Issued 9/1/26 · September 2026 from the Billing Sheet · Sent 9/1/26 8:30 AM · Reminded 2× (last 9/23/26 9:00 AM) · Viewed 9/2/26 7:10 PM
Bill to: 1506 Christie Drive, Sulphur, LA 70663
Made by Dana Office
Invoice details (Contract #, PO #, division, cost codes, tax codes)
| Property | Area | Service | Amount |
|---|---|---|---|
| Ron Perry - Home | Turf | Essential Lawn - Late Summer Feed | $55.20 |
| Ron Perry - Home | Landscape | Shrub & Bed Care - Late Summer Feed | $50.20 |
| Late fee | $15.00 | ||
| Total | $120.40 | ||
| 9/4/26 | Bank (online) · DEMO-333194 | −$53.75 | |
| Balance | $66.65 |
Payment due within 15 days. Thank you for choosing Pelican Bend!
Record Payment
Write down a check, cash or other payment on this invoice.MoreLess
- What It Does
- Records the amount, how it was paid, the date and a reference, and can apply credit on account.
- What It Changes
- The balance drops at once. Less than the balance makes it Partial; more pays their other open invoices, then stays as credit. A cash discount, when offered, is recorded with the payment.
- How to Use
- Type the amount and pick How.
- Add the check number or reference.
- Click Record Payment.
Less than the balance makes it Partial. More than the balance pays the customer's other open invoices, then stays as credit.
Payments
Payments made on this invoice, with Void and Refund.MoreLess
- What It Does
- Lists each payment with when, how, the reference and how much went to this invoice.
- What It Changes
- Void takes a payment off and puts the balance back. Refund sends card money back to the customer.
- How to Use
- Check the payments.
- Click Void for one entered by mistake.
- Click Refund to give card money back.
| Received | How | Reference | Payment | On This Invoice | |
|---|---|---|---|---|---|
| 9/4/26 | Bank (online) | DEMO-333194 | $53.75 | $53.75 | Refund |
Undo also works from the Change Log.
Money Trail
Follow the money: the estimate, the Services it created, the invoice that billed them and the payments on it.MoreLess
- How to Use
- A Service links to its estimate through the estimate line that made it, and to its invoice when exactly one line for that month bills it. On an invoice it also lists the automations that ran for it or its payments, plus payment reminders, late fees and autopay tries.
| Step | What | Date | Amount | Status |
|---|---|---|---|---|
| Invoice | INV-2026-3407 | 9/1/26 | $120.40 | Partial · $66.65 open |
| Payment | Ach | 9/4/26 | $53.75 | Succeeded |
| Automation | Payment reminders | 9/23/26 | 2 sent | |
| Automation | Late fee | 10/17/26 | Added |