Tracking invoices and follow ups

Effortlessly manage your invoices with this tab. Take control of your basic accounting needs by editing, archiving, downloading, and handling everything with ease.

The Invoices menu has 3 tabs:

• Unpaid – All Awaiting Payment and Overdue invoices are listed here.
  • These are the options for invoices waiting for payment:
    • Download
    • Mark as Paid
    • Resend to Client
  • For Overdue
    • Download
    • Mark as Paid
    • Write off
    • Resend to Client
• Paid
  • Download
  • Archive
• Written-off – Written-off invoices are receivables, loans, or other debts that have virtually no chance of being paid. These are the options available for written-off invoices:
  • Download
  • Archive

Resending Invoices

1. On the Sidebar menu, go to Finance.
2. Click Invoices.
3. Under Unpaid, select the invoice you want to resend.
4. Click the Send to Client button at the bottom part of the invoice. This will automatically open the Skrub Hub mail with a pre-filled template.
5. (Optional) Edit the email template.
6. Click the Send button to send the invoice to the client through email.

Marking an Invoice as Paid

1. On the Sidebar menu, go to Finance.
2. Click Invoices.
3. Under Unpaid, select the invoice you want to mark as paid.
4. Click the options icon and select Mark as Paid.

Writing off an overdue invoice

1. On the Sidebar menu, go to Finance.
2. Click Invoices.
3. Under Unpaid, select the invoice you want to write off.
4. Click the options icon and select Write off Invoice.

Downloading your invoices

May it be to keep a record in another location or if you prefer to send your quotes using your email, you may download the quote in PDF format. Here’s how:

1. On the sidebar, go to Finance.
2. Click Invoices.
3. Select the invoice you want to download.
4. Click the Download button at the bottom part of the invoice. This will open a preview of the pdf file. Click the share icon to save it to your device.