Invoices

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.

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.

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.

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.

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.

Creating invoices and recording payments are two staff permissions. Here is which roles hold them, where the buttons appear, and why a teammate may not see them.

Invoice numbers are set for you in order, like INV-000001, with no gaps. The prefix defaults to INV- and you can change it in Settings. Here is how the sequence works and why a cancelled invoice keeps its number.