Pending invoices are a preview of a user or team's next invoice. 

Where do I access individual pending invoices? 

Pending invoices are accessible via the users details tab from the Users panel. 

 

Pending invoices will not be displayed in under the Invoices screen as they don’t have an invoice number and they are subject to change. They are not finalized until the billing date. 

Once a Pending Invoice is due, it will automatically move to the Invoice screen and be converted into a Due Invoice.

Can I edit a pending invoice, such as removing and voiding an item?

Yes! You are able to edit a pending invoice by either removing and voiding a item on a pending invoice or adding a custom line item for one-time charges, discounts or other incidentals. 

Note: When removing and voiding an invoice item, the system will still consider this line 'invoiced' and could create refunds if something changes. For example, if you 'remove and void' a booking charge, then cancel the booking, a refund for that booking will be created.

How do I view all of my pending invoices?

You are able to export a CSV report all of your pending invoice items using the Data Exporter App.

 

How do I charge early for items on a pending invoice? 

Some or all items on a Pending invoice can be charged for early with the Charge Early button located at the top right of the Pending invoice

Can I mark pending invoices as paid?

Yes! You can either finalize and mark a pending invoice as paid or you can finalize and charge now for a pending invoice. You can do this on the pending invoice itself by clicking on the three dot menu at the top right hand corner of the pending invoice. 

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