Clients & companies

What the Draft, Sent, Overdue, Paid, Partially paid and Cancelled chips on an invoice mean, how the net-30 due date works, and what to do about each one.

Open a company's Expenses tab to see, at a glance, what that client has paid you, what you have spent on them, and the real profit and margin left over.

The Requests inbox is one queue for every client request across all your companies. Learn the segments, the three counts at the top and the amber Reply badge.

Use the Filters panel in the Requests inbox to narrow by search, status and assignee, put the oldest waiting requests first, and clear everything when the list looks empty.

Hand a client request to a colleague from the inbox or from inside the ticket, add an optional handover note, and understand why some staff can only pass on their own requests.

Walk a request along the Documents, Payment, Review and Completed pipeline, read the stepper, and know what each status change tells the client.

Send a message to a client inside a request thread, tell your own replies from the client's, and know when to use an internal note or attach a file instead.

Ask a client to upload specific papers from inside a request, and follow which files have come back in the conversation.

Raise an invoice inside a request, post a pay card the client can settle, and record full or part payment against it without leaving the thread.

Withdraw a quotation you have sent, or void an unpaid invoice, from right inside the request thread. See when each is allowed, the optional note to the client, and exactly what the client sees afterwards.

Leave a private, staff-only note on any request, and later browse every internal note across all your tickets in one place. Clients never see any of it.

IzzyTap keeps two kinds of client conversation, and they live in different places. Learn the difference between a support ticket a client raises and a service request you track through to completion.