How to share and track an invoice

Sending and tracking invoices is simple with Synup OS, ensuring you get paid faster and maintain a clear record of all transactions. This article will guide you through the process, from creating to tracking your invoice.

1. Create or Open an Invoice

• From the left-hand menu, click on Invoices.

• You can then either open an existing invoice from the list or create a new one by clicking + New Invoice in the top-right corner.

2. Update Invoice Details

• Inside the invoice, you can update the customer information by clicking the Update link in the Customer info section.

• You can also click on the Receiver icon (an arrow pointing left) to open the receiver details panel and update the information there.

3. Send the Invoice

• When your invoice is ready, click the Send button in the top-right corner.

• A "Send Invoice" window will appear. Here, you can customize the email to the recipient.

• Click Send to deliver the invoice.

• You can also click the dropdown arrow next to the Send button to send a test email or schedule the invoice to be sent at a later time.

4. Track the Invoice

• Once the invoice is sent, you can view its status in the right-hand Audit trail.

• This panel provides a timeline of all activities related to the invoice, including when it was sent, opened, when reminders are sent, and if a payment has been recorded. This gives you full visibility and ensures you can follow up as needed.