Invoices

Chase unpaid invoices on their own with an automatic follow-up schedule, or schedule a single reminder for a specific day. Both are set up here.

Save the things you sell once, with a name, description and price, and pick them on any invoice or quotation instead of typing them again.

Invoice a client in the currency they pay in, while your own books stay in your firm's currency. This guide shows how the currency and exchange rate work.

Each invoice line can be tagged to one of your services behind the scenes. This is what makes a bundled invoice split correctly across services in your revenue reports, and it never shows on the client's PDF.

The invoice date defaults to today, and you can change it or back-date it. Payment terms set the due date for you, from Due on receipt to Net 90 days or a custom date. Here is how both work.

An invoice uses your firm's currency by default. For a saved client it locks to that client's billing currency, and only a brand-new lead can pick the currency on the invoice itself.

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.

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.

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.

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.

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?

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.