Bills are open invoices that must be paid by the customer. For example, a payment that is being retried because it failed will drop into the bills section. 

You can find all bills under To-dos >> Bills or Billing/Revenue >> Pending - Bills*

*The Billing/Revenue >> Pending - Bills section will re-direct you to To-dos >> Bills. We're working towards transitioning all actionable items on the system over to To-Dos. For more information on which items will be moving to To-Dos, please see Transitioning to To-dos.

To view the available options, click the icon at the end of each row:

The popup lets you know when the payment will be automatically attempted next and the reason for the failure. There are two actions available:

  1. Void. Voiding an invoice will skip the payment. Voided invoices can no longer be paid and automatic attempts will cease.
  2. Send the customer a link to pay the invoice. This option can be used when the customer would like to pay using a different payment method. Click the clipboard icon to copy the link.

Jump to:

Understanding Open Invoices
What can you do with Open Invoices?
Open Invoices - Pending
Open Invoices - Pending Offline
Open Invoices - Failed
Introduction to the To-dos section
Transitioning to To-dos

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