Managing Client Invoices

Find, review, send, share, and track the payment status of client invoices.

Written By David Dayan

Managing Client Invoices

Use Invoices to find an invoice, check its balance, send it to the client, or open the related job.

The Invoices page with a balanced mix of unpaid and paid client invoices

Find an invoice

Open Invoices, then use the tabs to switch between all, unpaid, and paid invoices. Unpaid includes invoices with no payment and invoices with a partial payment.

Use Add filter to narrow the list by client or brokerage. Open any row to view the invoice.

Review and send an invoice

The invoice detail page shows the client, property, line items, total, payment history, and balance due.

An invoice detail page with the related job, sharing actions, and payment balance

Select Open Job to review the work connected to the invoice.
Select Download PDF to save a copy.
Select Copy Link to share the client-facing invoice.
Select Send Invoice to email an invoice that has not been sent.
Select Send Reminder to follow up after the invoice has been sent.

The status changes as payments are recorded:

Unpaid means no payment has been recorded.
Partial means part of the balance has been paid.
Paid means the invoice has been paid in full.

To record a payment received outside Photeria, see Recording a Manual Payment.