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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Issued 12/1/25 · December 2025 from the Billing Sheet · Sent 12/1/25 8:30 AM · Reminded 2× (last 12/23/25 9:00 AM)
Bill to: 531 North Crocker Street, Sulphur, LA 70663
Made by Dana Office
Invoice details (Contract #, PO #, division, cost codes, tax codes)
| Property | Area | Service | Amount |
|---|---|---|---|
| Andrew Johnson - Mom's House | Turf | Premier Lawn - Winter Pre-emergent | $59.08 |
| Late fee | $15.00 | ||
| Total | $74.08 | ||
| 12/16/25 | Cash | −$20.09 | |
| Balance | $53.99 |
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 | |
|---|---|---|---|---|---|
| 12/16/25 | Cash | $20.09 | $20.09 | Refund |
Undo also works from the Change Log.
Payment Plan, Write-Off, Tips and Disputes
Split into payments (payment plan or progress/milestone billing)
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 |
|---|---|---|---|---|
| Invoice | INV-2025-0082 | 12/1/25 | $74.08 | Partial · $53.99 open |
| Payment | Cash | 12/16/25 | $20.09 | Succeeded |
| Automation | Payment reminders | 12/23/25 | 2 sent | |
| Automation | Late fee | 1/16/26 | Added |
Notes, voice notes and sketches attached here show on this row.