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Manage Invoices
You can easily view and manage all your sent, received, recurring and drafted invoices on Paysail.

Sent Invoices

On the left-hand menu, under Invoices, click on Sent Invoices. Here, you can see all the invoices you have sent.
Sent Invoices tab
By default, you will view All invoices you have sent in order from most recent to oldest (top to bottom). However, there is the option to further filter invoices. Above the invoice list, you can also click on Processing to see invoices whose payment has been initiated but has not yet been verified as paid, Awaiting Payment to see only invoices that have not been paid by your customers but have not passed their due date, Paid to see only invoices that have been successfully paid by your customers, and Past Due to see only invoices you have sent that have not been paid by their due date.
Click on New Invoice on the right above your invoice list to create a new invoice. Read more about creating and sending invoices.
For every invoice listed, you will be able to see the customer who received it, including their company name and email; the status of the invoice, the amount of the invoice in the cryptocurrency chosen for payment, the unique invoice ID, the due date set for payment; and the date that the invoice was created.
On the right-hand side of each invoice on the list, click on the ellipsis button to access further actions. Click on View Invoice to see more details about the invoice, click on Download Invoice to export a PDF version of the invoice, or click on View Customer to see additional information about the customer who the invoice was sent to.
You may click anywhere on the invoice row to open invoice details, or on the customer and company name to view details about the customer.

Received Invoices

On the left-hand menu, under Invoices, click on Received Invoices. Here, you can see all the invoices you have received.
Received Invoices tab
Similar to the Sent Invoices page described above, you may navigate between All invoices you have received, those that are Awaiting Payment, Processing, Paid, and Past Due. For every invoice listed, you will be able to see the customer who sent the invoice, including their name, company, and email; the status of the invoice, the amount of the invoice in the currency chosen for payment, the unique invoice ID, the due date set for payment, and the date that the invoice was created. To see more details about a received invoice and complete the payment, click anywhere on the invoice row.

Recurring

To review recurring invoices, select Recurring Invoices on the left sidebar. You will be able to view active and expired recurring invoice contracts under the Active and Expired tabs, respectively.
By default, you will be taken to the Active tab to view recurring invoice contracts in order from most recent to oldest (top to bottom). The Active list will consist of recurring invoice contracts that are ongoing. Select the Expired tab to view a list of terminated recurring invoice contracts.
To create a new invoice, select New Invoice on the right above your invoice list.
For every invoice listed, you will be able to see the contact who will receive it, including the company name, amount of the invoice in the cryptocurrency chosen for payment, date range for the recurring invoice contract period, frequency of invoices during that period, next send date, and next payment date with payment terms.
On the right-hand side of each invoice on the list, click on the ellipsis button to access further actions. Click on View Invoice to see more details about the invoice, click on Download Invoice to export a PDF version of the invoice, or click on View Customer to see additional information about the customer to who the invoice was sent.

Drafts

On the left-hand menu, under Invoices, click on Drafts. Here, you can see all the invoices you have created and saved as a draft.
For every invoice draft listed, you will be able to see any information you have already entered, which may include the customer’s name, company, and email; the amount of the invoice in the currency chosen for payment; the unique invoice ID, the due date set for payment, and the date that the invoice draft was created.
Click on New Invoice on the right above your invoice list to create a new invoice. Read more about creating and sending invoices here.
On the right-hand side of each invoice on the list, click on the ellipsis button to access further actions. Click on Continue Editing to edit the invoice, or click on Delete to delete the invoice.
You may click anywhere on the invoice row to open the editable invoice. From here, you can edit any of the components of the invoice, preview it, send it, or simply save it as a draft again for later.
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Sent Invoices
Received Invoices
Recurring
Drafts