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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Issued 8/3/26 · Sent 8/3/26 8:20 PM
Bill to: 6920 Myrtle Bluff Drive, Baton Rouge, LA
Invoice details (Contract #, PO #, division, cost codes, tax codes)
| Property | Area | Service | Amount |
|---|---|---|---|
| Prepay for the season | Estimate E-2026-0013 | $535.84 | |
| Total | $535.84 | ||
| 8/3/26 | Card (online) · DEMO-978647 | −$535.84 | |
| Balance | $0.00 |
Payment due within 15 days. Thank you for choosing Pelican Bend!
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 | |
|---|---|---|---|---|---|
| 8/3/26 | Card (online) | DEMO-978647 | $535.84 | $535.84 | Refund |
Undo also works from the Change Log.
Payment Plan, Write-Off, Tips and Disputes
Log a dispute or chargeback
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 |
|---|---|---|---|---|
| Estimate | E-2026-0013 | 8/3/26 | $564.04 | Converted |
| Invoice | INV-2026-3826 | 8/3/26 | $535.84 | Paid |
| Payment | Card | 8/3/26 | $535.84 | Succeeded |
Notes, voice notes and sketches attached here show on this row.