Send an invoice and record payments

Open the invoice from Invoices. The top of the page shows the Total, Paid, Balance due and Due date. On a phone, the actions are in the More actions menu.

Send the invoice

• Email invoice sends the invoice and a link to pay it. Enter the address in To and an optional Message. A draft becomes Sent.
• Copy pay link copies the link that the buyer uses to pay by card. It shows only when you set up a card processor and the invoice has a balance due.
• PDF downloads the invoice.
• Print opens the invoice to print.
• Mark as sent changes a draft to Sent without an email.

The buyer can pay by card through the pay link only when you set up a card processor in Invoice payments. With No online payments, the invoice email has no Pay button, and you cannot copy a pay link.

Record a payment

Use this for a payment you took outside CoinManagerPro, such as cash or a check.

1. Click Record payment.
2. Enter the Amount. It starts at the balance due.
3. Choose the Method, such as Cash, Check, Wire transfer or Zelle.
4. Enter a Reference, such as the check number, and Notes if you need them.
5. To email a receipt, check Email a receipt to the customer. This shows only when the invoice has an email.
6. Click Record payment.

Partial payments

1. Click Record payment.
2. Enter less than the balance due in Amount. The invoice becomes Partly paid.
3. Record each later payment the same way.

When the payments reach the total, the invoice becomes Paid.

An invoice with a balance after its due date becomes Overdue. A draft keeps the Draft status, because you did not send it. When a draft has coins on it and is past its due date, the app shows an Overdue badge and a warning on the invoice. The customer gets no email.

Payments and receipts

The Payments section lists each payment with its date, method, reference and amount. Click Send receipt to email the receipt for a payment. A card payment that is Held for fraud review or Declined does not count as paid.

Void an invoice

You need the Void invoices permission. You cannot void a paid invoice.

1. Click Void.
2. Click Void invoice to confirm.

The coins on the invoice go back in stock. The invoice stays in the list as Void, and the customer cannot pay it. To take back part of a sale, record a return. See Record a return and refund.