Track and manage invoices

You can see a comprehensive list of all invoices across all customers on the dedicated Invoices page, where you can easily track payments and manage invoices.

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Track invoices

To find invoices, follow these steps:

1. Go to Billing > Invoices on the left-side panel.
2. Click Add filter and pick a property:
   • Status – See all invoices of the specific status: Draft, Issued, Paid, or Voided.
   • Customer – See all invoices of a specific company or individual member.
   • Issue date – See all invoices issued in a ready-made period, such as Today or Last 28 days, or click Custom to set an exact date or range.
   • Create date – See all invoices created in the same way, including drafts.

Alternatively, you can use the Search field to search for a specific invoice by its number.

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Manage invoices

By clicking on a specific invoice on the Invoices page, you can quickly manage it: Open an invoice and check its Activities section at the bottom of the page for a history of its creation, issuance, payments, and changes. It also records whether the invoice, its payment, and its credit notes reached your accounting integration and your eInvoicing system, and names the error when a sync failed.

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How to handle unpaid invoices

Although Spacebring automates payment retries and reminders for invoices, sometimes it’s useful to see who has an unpaid invoice to follow up manually.

1. Use the Issued status filter on the Invoices page to quickly see all unpaid invoices across all customers.
2. Check the Due date next to each invoice to track payment deadlines.This helps you quickly identify which invoices need your immediate attention.

• Black color indicates the invoice is still within the payment terms.
• Red color highlights overdue invoices.

3. Click on the invoice and use the Resend invoice button to send the customer a reminder about the due invoice payment.
4. The customer will receive an automatic payment reminder via email.

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How to handle failed invoice payments

Invoice payments can fail due to various reasons, such as insufficient funds, the customer’s bank restrictions, or issues with the payment gateway. To promptly notice failed invoice payments and reduce the risk of missed payments, follow these steps:

1. Enable automatic payment retries and reminders.
2. Enable notifications about invoice Payments failed on the Account > Notifications page in Spacebring.
3. Once you notice a notification about a failed invoice payment, tap on it to view the details.
4. Contact the customer via chat to assist them in resolving the issue.
5. Resend the invoice to the customer if an additional reminder is needed after 2 automatic ones.

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How to handle disputed payments

An invoice gets the Disputed status when the customer’s bank reverses a completed payment and returns the money to the customer. This can happen for two reasons:

• The customer opened a chargeback with their bank because they didn’t recognize the payment or disagreed with the charge.
• The bank confirmed the payment first and only then failed to collect the money — for example, a direct debit that bounces because the account had insufficient funds. The payment gateway reports this as a dispute as well.

The transaction gets the Disputed status too. To handle a disputed payment, follow these steps:

1. If a customer’s payment is disputed, you receive a notification about it in Spacebring.
2. Open the disputed invoice or transaction to check the amount and the customer.
3. Contact the customer to clarify the dispute, or contact Stripe, your payment processor, if you want to respond to the dispute itself.
4. To collect the money again, create a one-off payment:
   1. Go to Customers and open the customer’s profile.
   2. Press Create payment.
   3. Enter the same amount and select the customer’s saved Payment method. You may want to reference the original invoice number in the Description.
   4. Confirm the payment.

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Add internal notes to invoices

In Spacebring, you can add internal notes to any invoice at any time for record-keeping and tracking. You can use internal notes on voided invoices for audit purposes, leave internal notes to improve team collaboration, and add internal notes when processing external invoice payments to specify the payment source or other key details. ​ To add an internal note, go to Billing > Invoices, open the relevant invoice, and enter your note in the Internal note field. Internal notes are visible only to administrators and are also included in the invoices report.

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Export an invoices report

On the Billing > Invoices page, apply the necessary filters, then click (…) in the top right corner > Export invoices as CSV or Export invoices as XLSX to download a report on the filtered invoices. The report includes each invoice’s title, internal note, status, and eInvoice sync status, its subtotal, tax, and total amounts in its currency, the amount due and paid, any applied balance or pre- and post-payment adjustment, its issue, due, void, and create dates, the customer’s name, email, and company, and a link to the PDF. The same menu also has Export invoice items as CSV and Export invoice items as XLSX, which use the same filters but downloads one row per invoice item instead of per invoice. That report includes each item’s type, description, and quantity, its unit and total amounts with and without tax, the tax rate and amount, any discounted amount, coupon, or promo code applied, and the subscription period it belongs to, if any. Use it for a line-by-line cost breakdown instead of invoice totals.

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FAQs

The invoice wasn't charged automatically. How do I find out why?

Open the invoice and check the Activities section at the bottom of the page. It records every automatic charge attempt and the reason it didn’t go through:

• Auto-pay skipped - auto-pay is off — Auto-pay is disabled for this customer.
• Auto-pay skipped - no default payment method — the customer had no default payment method when the invoice was issued.
• Auto-pay skipped - payment already in progress — another payment for this invoice was still being processed.
• Auto-pay failed — the charge was attempted and declined by the payment gateway.

Activities also shows when a payment retry is scheduled.

What is the Invoice balance in a customer's profile?

Invoice balance is the sum of the customer’s unpaid and draft invoices. It’s a different figure from the Money balance, which is the credit or debt you apply to their next invoice.To see the invoices behind it, open the customer’s profile and click (…) next to Invoice balance > View invoices. Draft invoices appear there alongside issued and paid ones.

How can I get a report for the payments of a particular client?

Filter the Invoices page by Customer, then export an invoices report for a summary of their invoices, or an invoice items report for a breakdown of what they bought.You can also view and download individual invoices and receipts directly from the Billing > Invoices or Transactions page.

Where can I check the net, gross, and tax breakdown for each payment?

Export an invoice items report. It has each item’s amounts with and without tax, the tax rate, and the tax amount.

Where can I check the revenue by plan title?

Export an invoice items report and check the plan titles in the Description column.