Maintaining invoices and payment records

Invoice maintenance

• Open an invoice to review or edit its customer, line items, tax, dates, notes, and payment instructions.
• Use the invoice actions to download a PDF or send it to an eligible brand contact.
• Payment reminders are available only when the invoice state and outstanding balance make a reminder appropriate.
• Invoice status is derived from its lifecycle and payment activity; use the detail page rather than editing status fields blindly.

Record a payment

1. 1Open Payments and choose Add Payment, or add a payment from the related invoice.
2. 2Select the invoice or collaboration, enter amount, received date, method, reference, and notes.
3. 3Save, then verify the invoice balance and status changed as expected.
4. 4Edit or delete an incorrect payment from its detail action, then recheck reconciliation and Analytics.