Send and Manage Invoices
After creating an invoice, you can send it to the client and track its payment status from the Invoices tab. All sent and unsent invoices are available from the global Billing page or within an individual case.
Send an invoice
Go to Billing → Invoices (global or case-level).
Locate the draft invoice and click View.
Review the invoice details, then click Send to deliver it to the client by email.
Note: Sending an invoice requires an active paid subscription, an approved billing application, and enabled billing. If these aren't met, Billing shows Application Pending Approval, Application Denied, or a disabled-billing message with a View Plans action.
Manage invoice status
Each invoice displays one of the following statuses:
Draft — saved but not yet sent
Unpaid — sent and awaiting payment
Paid — payment received
Void — cancelled and no longer payable
Click View on any invoice to open its detail page. From there, you can download it as a PDF or click Void to cancel it if needed.
Note: Once an invoice is sent, its status updates to Unpaid automatically. You cannot edit a sent invoice. If changes are needed, void it and create a new one.
Tip: Filter the Invoices list by status using the filter chips at the top of the page.
Related articles: Create an Invoice · Billing Overview · Log a Time Entry