Help Center
Invoices
26 step-by-step guides for invoices.
Change the currency on an invoice
Invoices are raised in AED by default. If you need to bill a client in another currency, change the three-letter currency code on the invoice before you send it.
Why an invoice shows as overdue
Every invoice is due 30 days after its invoice date. Once that date passes and the invoice is still unpaid, IzzyTap changes its status from Sent to Overdue and shows a red chip. Here is exactly how that works and what to do about it.
Choose which bank account a payment goes into
When you record an offline payment, IzzyTap lets you note how the money arrived and, if your books are switched on, which bank or cash account received it. This keeps your accounts accurate and makes reconciling your bank far easier later.
Issue a credit note against an invoice
Raised an invoice by mistake? Issue a numbered credit note against it. The invoice is voided, the balance owed drops to zero, and your books are corrected with a clean reversing entry. Only unpaid invoices can be credited this way.
Undo a credit note issued by mistake
Issued a credit note against the wrong invoice, or credited an invoice you should not have? Cancel the credit note. It reopens the invoice it voided, unwinds the credit from your books, and keeps a full audit trail.
Cancel, credit note or refund: which one to use
There are three ways to undo an invoice, and they are not interchangeable. Which one is allowed comes down to a single question: has the client paid yet?
Why an invoice is missing from the credit-note list
The credit-note screen only lists invoices it can actually reverse. If the one you want is missing, here are the four reasons why, and how to fix each.
Why you can't cancel a paid or part-paid invoice
The Cancel button stops working the moment any money is recorded against an invoice. This is on purpose. Here is why, and what to do instead.
Refund an invoice that has already been paid
Once money is recorded against an invoice, IzzyTap locks it so you cannot quietly void it. Here is how a refund works and where refunds appear in your accounts.
Track what clients owe you with Receivables
Open the Receivables report to see every unpaid invoice, how much is still owed, and how far overdue it is, aged into buckets so you can chase the oldest first.
See the cash you've collected in Payments
Open the Payments report to see the cash your firm has actually collected in a chosen period, minus refunds, with a full list of receipts and a breakdown by payment method.
Read a company's billing summary
The Payments tab on a company shows four totals, billed, collected, outstanding and VAT, plus every invoice for that one client and a button to mark each one paid.