Manage an invoice
Click any invoice to open its detail page. Here you can follow its history, see its line items, record payments, and take every action available for its current status.
The page shows:
- Recent activity — a timeline of what’s happened, like Draft created and Invoice finalized.
- Line items — what’s being billed, with subtotal and amount due.
- Credit notes — any credits issued against the invoice.
- Payments — payments recorded against the invoice.
- Details (right side) — number, customer, total, created date, due date, and the invoice identifier.
Invoice statuses
Every invoice has a status that tells you where it is in its lifecycle:
| Status | Meaning |
|---|---|
| Draft | Not finalized yet. Fully editable, not visible to the customer, and can be deleted. |
| Open | Finalized and awaiting payment. Can be sent, paid, voided, or credited. |
| Paid | Paid in full, online or recorded manually. |
| Void | Cancelled. No longer collectible and can't be reopened. |
| Uncollectible | Marked as unlikely to be paid, for your own tracking and reporting. |
Record a payment you collected elsewhere
If a customer pays you outside Bias — a check, a wire, or cash — record it so your invoice and reports stay accurate. In the Payments section, click Create and enter the payment. You can charge a card or bank account, or note a payment you’ve already received.
If you simply want to close out the invoice without recording payment details, use Mark paid from the ⋯ menu. This sets the invoice to Paid and clears the amount due.
Note
Mark paid is for invoices you’ve collected on your own. Payments made through the hosted payment page mark the invoice paid automatically — you don’t need to do anything.
Issue a credit note
A credit note reduces what a customer owes without deleting or rewriting the invoice — use it for a partial refund, a goodwill credit, or a billing correction. In the Credit notes section, click Issue, then add the credited items.
The credited amount is subtracted from the invoice’s amount due and appears as an adjustment on the invoice PDF. You can issue credit notes against draft or open invoices. For the full data model, see the credit notes API reference.
Void an invoice
Voiding cancels an open invoice that will never be paid — for example, one sent in error. Choose Void from the ⋯ menu. The invoice moves to Void and can no longer be paid.
Warning
Voiding can’t be undone. The invoice keeps its number for your records but is permanently cancelled. If you only want to correct an amount, issue a credit note instead.
Mark uncollectible
If you’ve given up on collecting an open invoice but don’t want to void it, choose Mark uncollectible. This is a bookkeeping status — it flags the invoice as unlikely to be paid while keeping it on record.
Duplicate, download, and delete
The ⋯ menu gives you a few more actions depending on status:
| Action | What it does | Available on |
|---|---|---|
| Edit invoice | Reopen the editor to change the invoice. | Drafts |
| Finalize invoice | Lock the invoice and make it ready to send. | 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 |
| 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. | Open invoices |
| Copy invoice ID | Copy the invoice's identifier for use with the API. | Any invoice |
| Delete invoice | Permanently remove a draft. | Drafts |
Note
Only drafts can be deleted. Once an invoice is finalized it stays on record for your books — to cancel it, void it instead.