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Overview

The Money page gives you a real-time view of all invoices across all of your customers. At a glance, you can see how much is overdue, how much is outstanding, and how much you’ve collected this month. From here you can view invoice details, send payment links, and record payments. Access it by clicking Money in the sidebar. Money overview page

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Unsent invoices

At the top of the page, a bar shows any unsent (draft) invoices — invoices that have been created automatically when charges were added, but haven’t been sent to customers yet. The bar shows the count and total dollar amount of unsent invoices. Click the bar to filter the invoice list below to show only unsent invoices.

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Summary cards

Below the unsent bar are three cards with your key financial totals:
  • Overdue — Invoices older than your configured payment due period that haven’t been paid yet
  • Unpaid — Recently sent invoices that haven’t been paid yet (not yet overdue)
  • Paid (MTD) — Total payments received this calendar month
Each card also shows a tip rollup — the total tip amount included in that category. For example, if your overdue total is 320and320 and 20 of that came from tips, the card shows both the 320totalandthe320 total and the 20 tip amount separately. Summary cards with tip rollup amounts
Click any card to instantly filter the invoice list below to that category. Click the same card again to clear the filter.

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Invoice list

Below the summary cards is a list of all invoices for your business. Each row shows:
  • Customer name
  • Invoice amount and number (if sent), plus a Partial indicator if a payment has been made but the balance isn’t fully covered
  • Date and billing address (if available)
  • Payment status badge (Unsent, Overdue, Unpaid, or Paid)

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Filter by status

Use the Status dropdown to narrow the list:
  • All Invoices — Shows every invoice
  • Unsent — Shows draft invoices not yet sent to customers
  • Overdue — Shows past-due unpaid invoices (amber due date)
  • Unpaid — Shows recently sent unpaid invoices
  • Paid — Shows paid invoices
Filtered to show overdue invoices Filtered to show paid invoices Use the search bar to find invoices by customer name or invoice number. Search results

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View an invoice

Click on any row in the invoice list to open the invoice detail page. The invoice shows:
  • Invoice status and number
  • Business information (if configured)
  • Customer name and billing address
  • All line items with titles, descriptions, and dates
  • Any carried-forward items from previous unpaid invoices
  • Subtotal, tax, payments & credits, total, and balance due
Invoice detail page

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Send an invoice

Invoices are created automatically as drafts when charges are added. To send an invoice to a customer:
1

Open the invoice

From the Money page, click on the invoice row to open the invoice detail page.
2

Click Send Invoice

Tap the Send Invoice button. This transitions the invoice from draft to unpaid and opens the SMS sharing modal.
3

Share the payment link

A pre-filled SMS message with the customer’s unique payment link is ready to send.
  • Tap Send SMS to open your messaging app with the message pre-filled (shown when a phone number is on file)
  • Tap Copy Message to copy the full message to your clipboard (shown when no phone number is on file)
  • Tap Copy to copy just the link
Once sent, the invoice is visible to the customer on their payment portal. You can re-share the link at any time using the Send Invoice button on unpaid invoices. See Sharing payment links for more details on what customers see when they open their link.

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Record a payment

To log a cash, check, or other offline payment, use the Record Payment button at the top of the Money page, or tap Record Payment on the invoice detail page.
1

Open the record payment form

Tap Record Payment at the top of the Money page, or open an invoice and tap the Record Payment button.Record payment flyout
2

Select the customer and invoice

Search for and select the customer. Then select the invoice the payment applies to from the Invoice dropdown.
3

Choose the payment method and enter the amount

Select how the customer paid and enter the amount received.
4

Save

Tap Record Payment. The invoice balance updates immediately.Payment recorded
See Recording payments for full details on payment methods, partial payments, and overpayment handling.

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Payment settings

To configure when invoices are considered overdue, click Payments in the sidebar under “My Business”. Payment settings page The Payment Terms section lets you choose when invoices are considered overdue. Options are Upon receipt, Net 15, and Net 30 — meaning payment is due immediately, 15 days, or 30 days after an invoice is sent. Invoices that remain unpaid past the selected period appear in the Overdue category. See Setting up payment processing for more details about the settings page and Stripe connection.