How do I update invoice status

Question

Crystal · Accepted Answer

To update your invoice status, you’ll want to record payments and the total will automatically update. To do this, you can use the following steps:

Tap into the folder where the estimate/invoice is saved

Tap into the invoice to the “Preview Invoice” Screen

Tap the “Record Payment” button

Enter the details such as Amount, Payment Method, Date, and any additional notes

Tap “Save” at the bottom