Invoices

Invoices are billing documents sent to customers requesting payment. This guide explains how to view and understand invoices in the Support App.

What Are Invoices?

An invoice is a request for payment that includes:

• The amount due
• Due date
• Line items (what the customer is paying for)
• Payment status

Invoices can be:

• Automatically generated by subscriptions
• Manually created for one-time charges
• Part of a series for recurring billing

Accessing Invoices

1. Click Invoices in the sidebar under the Pay section
2. The invoices list displays all invoices in the system

Understanding the Invoices Grid

Invoice Statuses

Viewing Invoice Details

Click on any invoice to view complete details:

Invoice Information

Customer Information

Merchant Information

Line Items

A list of items included in the invoice:

• Description
• Quantity
• Unit price
• Amount

Amount Summary

Subscription Information

If the invoice is part of a subscription:

• Subscription ID (click to view)
• Billing period covered
• Plan information

Filtering Invoices

By Status

1. Click the Status column filter
2. Select one or more statuses
3. Click Apply

By Due Date

1. Click the Due Date column filter
2. Select a date range or condition:
   • Overdue (past due date)
   • Due this week
   • Due this month
3. Click Apply

By Merchant

1. Click the Merchant column filter
2. Select or search for a merchant
3. Click Apply

By Customer

1. Click the Customer column filter
2. Enter the customer email
3. Click Apply

Viewing Related Payments

To see payments made against an invoice:

1. Open the invoice details
2. Look for the Payments section
3. View all payments applied to this invoice

Each payment shows:

• Payment ID (click to view)
• Amount
• Date
• Status

Common Tasks

Finding Unpaid Invoices

1. Go to the Invoices list
2. Filter by Status = Open
3. Sort by Due Date ascending

This shows unpaid invoices with the oldest due dates first.

Finding Overdue Invoices

1. Go to the Invoices list
2. Filter by Status = Open
3. Filter by Due Date = Overdue (past date)

Checking Invoice Payment

1. Find the invoice
2. Open the details
3. Check the Status and Amount Due
4. View associated payments

Invoice Lifecycle

Created → Draft → Sent (Open) → Paid
                      ↓
                   Overdue → Paid
                      ↓
                Uncollectible
                      or
                   Void (canceled)

Permissions

Related Topics

• Subscriptions — View subscriptions that generate invoices
• Plans — View plans associated with invoices
• Payments — View payments made for invoices
• Customers — View customer billing information