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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Issued 3/1/26 · March 2026 from the Billing Sheet · Sent 3/1/26 8:30 AM
Bill to: 9361 Bermuda Avenue, Baton Rouge, LA
Made by Dana Office
Invoice details (Contract #, PO #, division, cost codes, tax codes)
| Property | Area | Service | Amount |
|---|---|---|---|
| Josh Barnes - Rental | Landscape | Shrub & Bed Care - Dormant Oil | $45.78 |
| Josh Barnes - Rental | Turf | Essential Lawn - Pre-emergent & Feed | $50.78 |
| Total | $96.56 | ||
| 3/6/26 | Check · 3548 | −$96.56 | |
| 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 | |
|---|---|---|---|---|---|
| 3/6/26 | Check | 3548 | $96.56 | $96.56 | Refund |
Undo also works from the Change Log.
Payment Plan, Write-Off, Tips and Disputes
Split a bill into payments, write off what will not be paid, add a tip, or mark a dispute.MoreLess
- What It Does
- Handles the unusual endings of an invoice: a payment plan, a write-off, a tip, or a dispute.
- What It Changes
- The invoice balance and the Money Log change. Nothing is sent to the customer.
- How to Use
- Open the invoice.
- Pick what to do.
- Fill the amount and press Save.
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
- What It Does
- Follows one job from estimate to Services to invoice to payments, with the automations that ran.
- What It Changes
- Nothing. Links are added only when the match is certain.
- How to Use
- Open a Service, estimate or invoice.
- Read Money Trail.
- Tap a step to open it.
| Step | What | Date | Amount | Status |
|---|---|---|---|---|
| Invoice | INV-2026-0942 | 3/1/26 | $96.56 | Paid |
| Payment | Check | 3/6/26 | $96.56 | Succeeded |
Notes, voice notes and sketches attached here show on this row.