Manage an invoice

Click any invoice to open its page. It shows the invoice’s history and line items, and the actions available for its status are in the bar at the top and under Actions.

The page shows:

• Recent activity: what’s happened to the invoice, like Draft created and Invoice finalized. Leave notes for your team here.
• Line items: what’s being billed, with the subtotal and amount due.
• Credit notes: credits issued against the invoice, if there are any.
• Payments: payments made toward the invoice.
• Details: the number, customer, total, created date, due date and invoice ID.

Invoice statuses

Status	Meaning
Draft	Not finalized yet. Editable, not visible to the customer, and can be deleted.
Open	Finalized and awaiting payment.
Processing	Open, with payments that cover the rest still settling, such as a bank payment. It's marked Paid once they settle.
Past due	Open and past its due date. The badge shows how many days it's overdue, and the Past due filter lists these invoices.
Paid	Paid in full, or marked paid.
Void	Canceled. It can't be paid or reopened.
Uncollectible	Marked as unlikely to be paid. The customer can still pay it.

Charge or mark paid

To charge the customer, click Create payment, or Create in the Payments section. Charge one of their saved payment methods, or enter a new card or bank account.

If the customer paid you outside Bias, such as by check or wire, choose Mark paid from Actions. The invoice becomes Paid without a payment or amount recorded, and the customer doesn’t get a receipt. Marking an invoice paid cancels any card authorization on it that’s awaiting capture. Mark paid isn’t available while a payment on the invoice is processing.

An invoice paid on the hosted payment page is marked paid automatically.

Issue a credit note

A credit note lowers what a customer owes without rewriting the invoice. Use it for a partial refund, a goodwill credit or a billing correction. Choose Issue credit note from Actions, then add the credited items. Once an invoice has a credit note, you can also click Issue in its Credit notes section.

On a draft or open invoice, the credit is subtracted from the amount due and shows as an adjustment on the invoice PDF. On an open invoice, any part beyond the amount due goes to the customer’s balance. On a paid invoice, choose how to settle it under Settle as: Refund the invoice’s payments, add it to the customer’s balance as Credit, or record that it was settled Outside Bias. What’s refunded, credited or settled outside Bias can’t exceed what was collected on the invoice: its payments, including ones still processing, and the credit applied to it, less refunds, charged-back or returned payments, and earlier credit notes.

In the API, a credit note’s total is split into pre_payment_amount (what comes off the amount due), refund_amount, credit_amount and out_of_band_amount. On a paid invoice, the last three must add up to the total. If you pass none of them, whatever doesn’t lower the amount due becomes credit. See the credit notes API reference.

To undo a credit note, choose Void from its menu. Its credit comes off the customer’s balance. A credit note that refunded a payment can’t be voided.

Void an invoice

Voiding cancels an open invoice that will never be paid, such as one sent in error. Choose Void from Actions. The invoice becomes Void, can no longer be paid, and any card authorization on it that’s awaiting capture is canceled.

Mark uncollectible

If you’ve given up on collecting an open invoice but want to keep it open to payment, choose Mark uncollectible. Reminders and automatic retries stop, and the customer can still pay it from its payment page.

Duplicate, download, and delete

Actions has more options depending on the invoice’s status. On the Invoices list, the same actions are in each row’s ⋯ menu.

Action	What it does	Available on
Edit invoice	Reopen the editor to change the invoice.	Drafts
Finalize invoice	Lock the invoice and make it payable.	Drafts
Send invoice	Email the invoice to the customer.	Open invoices
Duplicate invoice	Start a new draft with the same line items and details.	Any invoice
View Invoice PDF	Open or download the invoice PDF.	Any invoice
View receipt	Open the payment receipt PDF.	Paid invoices
Copy payment link	Copy the hosted payment page URL.	Finalized invoices
Copy invoice ID	Copy the invoice's ID for use with the API.	Any invoice
Delete invoice	Permanently remove a draft.	Drafts not created by a subscription

1. Invoice statuses
2. Charge or mark paid
3. Issue a credit note
4. Void an invoice
5. Mark uncollectible
6. Duplicate, download, and delete

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