Invoicing, Payments, Progress Claims and Accounting Sync
Guides for invoices, payments, progress claims, reminders, public invoice views, credit notes and accounting sync status.
Invoicing list
Use the invoicing list to find project invoices, check payment progress, identify overdue invoices and review sync status for connected accounting providers.
Create an invoice
Create a project invoice from the invoicing page, assign it to a project, set the invoice amount and optional due date, then review it before sending.
Update an invoice
Update a project invoice to correct the amount, due date, notes or status, including marking eligible invoices paid, void or cancelled.
Generate invoice PDF
Generate an invoice PDF for a project invoice, including customer details, invoice totals, GST handling, payment history and payment instructions.
Send an invoice
Send a project invoice to a customer email address, using invoice template placeholders for project name, amount, balance due, invoice number, due date and invoice link.
Split project invoices
Split project billing into separate invoices, including 50/50 client and neighbour invoices and deduction of existing deposit invoices where applicable.
Issue progress claims
Issue a progress claim from a project payment schedule, create the linked invoice, set an optional due date and keep the schedule stage updated.
Record full payment
Record a full customer payment against a project or invoice, including amount, date, method, transaction reference and payment note.
Record partial payment
Record a partial payment against a project invoice or project balance and keep paid amount, balance due and payment history accurate.
Update invoice status
Update an invoice status to draft, sent, paid, void or cancelled, with reconciliation of project payments, reminders and payment schedule links.
Send overdue reminder
Send an overdue invoice reminder from the invoicing list, using invoice due date, balance due, customer email and reminder tracking.
Accounting sync status
Review accounting sync status for project invoices, including Xero and QuickBooks queue states, mapping status, failures, conflicts and due retries.
Retry failed accounting sync
Retry failed accounting sync for a project invoice from the invoicing list, using the existing queue item and provider-specific sync handling.
Credit notes
Use credit notes to review refund records for Fencify account payments, including credit note number, original invoice reference, refund amount and business or billing details.