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Everything after you click send lives here: chasing payment, correcting mistakes, and reading where each invoice stands.

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Find an invoice

Go to Finances → Invoices. The tabs split the list by where each invoice stands: Sent, Draft, Failed (the email couldn’t send), and Upcoming (bills that don’t exist yet; see Upcoming bills). Each row shows the invoice’s account, number (e.g. INV-25001), amount, status (see Invoice statuses below), and due date. Search by invoice number or recipient to narrow the list. Click a row to open it: a sent invoice opens in view mode, a draft opens in the editor so you can keep working on it. A robot icon on a row means automated billing created that invoice. An automatic draft is still just a draft: edit it and send it like any other. While it waits, it picks up the account’s newly ready charges at each cycle close.

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What you can do

Open the actions menu (the ⋯ button) on any invoice row. Which actions appear depends on the invoice’s status:
  • A draft offers Edit Invoice, Download, Send Invoice, and Delete Invoice. Only drafts can be deleted; once an invoice is sent, void it instead.
  • A sent invoice offers View Invoice, Download, Send Reminder (when a balance is due), Record Payment (while unpaid, see recording a payment), Void Payment (when paid and nothing has been refunded, to undo a payment you recorded by mistake), and Void Invoice (see Void an invoice).
  • An invoice in Error (the email failed to send) offers View/Edit Invoice, Download, Retry Send, and Delete Invoice.
Download saves a PDF copy that matches what you see on screen, including per-student subtotals on shared accounts and the amount paid so far. Send Reminder emails the recipients a nudge to pay, with a cooldown so you can’t send two in quick succession. Harness can also remind automatically before, on, and after the due date; see Invoice reminders. Opening a sent invoice (View Invoice) offers one more action: Cancel Payment Link turns off the online pay link without voiding the invoice, for when you’d rather collect by hand. Recording a manual payment against an invoice with a live pay link asks to cancel the link first, so the account can’t pay twice.
Sending is one-way. There’s no “unsend”. To correct a sent invoice, void it and start a new one. See Send an invoice.

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Void an invoice

Voiding cancels a sent invoice you no longer want collected. Because a sent invoice can’t be edited, voiding is how you correct one (see Understand your transactions). Open its actions menu, choose Void, then pick a reason. If the invoice has already received payments, you’ll see a warning showing how much was paid: voiding does not reverse that money. What voiding does:
  • Cancels the invoice (this can’t be undone).
  • Frees the invoice’s charges so you can add them to a new invoice.
  • Cancels the online pay link, if there was one.
Voiding is permanent and does not return money already paid. If the account paid, that money becomes Credit. Return it with a refund.

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Invoice statuses

The Status column tells you where each invoice stands at a glance:

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FAQ

Reminders have a cooldown so recipients don’t get spammed. If you sent one recently, the option stays disabled until it passes. It also only shows on sent invoices with a balance owing.
Voiding frees the charges: they unlock from that invoice and become available again. Build a fresh invoice for the account and attach them. See Send an invoice.
A card payment on this invoice has been disputed with the card processor. The outcome is uncertain until it resolves, so it’s flagged for your attention ahead of everything else.