Note: Before you can start texting invoices, you'll need to connect to an accounting data provider like QuickBooks Online or Xero. We teach you how to sync QuickBooks Online customers and how to sync Xero contacts in separate support articles.

For tips, tricks, and everything you need to know about invoicing, check out our Small Business Invoicing Guide.

How to View a Single Contact's Open Invoices

  1. Search for a contact in the global search and click on their contact record to display their contact information.

  2. Click "View Profile" to view the contact information.

  3. Select the Invoices tab.

  4. You will now see a list of invoices that are associated with that given contact.

  5. The Invoice tab displays all open invoices for the contact including the balance amount, and the due date.

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