Billing page overview

From the Billing page, you can access both invoices and transactions. You may add an invoice by clicking the plus sign or search for an invoice or transaction by using the drop-down boxes or search tab. There is also a privacy mode to hide sensitive financial information.

You can quickly access many features on the invoice dashboard by clicking on the ellipsis menu (right side) next to the desired invoice. There, you will be able to receive payment, edit, void, send an invoice by email, generate a payment link, download pdf, or schedule reminders.

Ellipsis menu options: