Viewing Details
- Go to the CRM tab
- Find the invoice (in Billing tab or customer details)
- Click on the invoice row
- View the invoice details
Invoice Information
Details include:- Invoice number
- Customer name and email
- Service name
- Amount and currency
- Status
- Creation date
- Payment date (if paid)
Available Actions
From invoice details:- Copy Link - Get payment link for customer
- Download - Save as PDF
- Refund - Process refund (paid invoices only)
Invoice Status
| Status | Description |
|---|---|
| Open | Awaiting customer payment |
| Paid | Payment successfully processed |
| Refunded | Payment has been returned |