Quotes, invoices & documents
Invoices
Send invoices with a pay link, record manual payments, and know when to revoke or refund.
Some features roll out gradually. If you do not see this section in your dashboard, it is not enabled for your account yet.
Invoices collect payment from your customers. Each invoice has a secure pay link. Most invoices are created for you: when a customer accepts a quote, BZAR creates the deposit and balance invoices automatically.
How to send an invoice
- Open the invoice from the Invoices page.
- Click Send to customer. You can send an invoice from the Draft or Scheduled status.
- Copy the pay link if you want to share it yourself.
How to mark an invoice paid manually
Use this when the customer pays outside BZAR.
- Open the invoice.
- Click Mark paid (off-platform).
- Pick the method: cash, check, Zelle, Venmo, or other.
- Enter the amount and confirm.
You can mark an invoice paid from the Draft, Scheduled, Sent, or Viewed status.
Statuses
| Status | Meaning |
|---|---|
| Draft | Not sent yet. |
| Scheduled | Queued to send later. |
| Sent | The customer received the pay link. |
| Viewed | The customer opened the invoice. |
| Paid | Payment complete. |
| Partially refunded | Part of the payment was returned. |
| Refunded | The full payment was returned. |
| Void | Cancelled. Final. |
| Revoked | You withdrew the invoice before payment. |
Revoke vs. refund
The rule is simple: money in means refund, no money means revoke.
- Revoke an unpaid invoice. You can revoke from the Draft, Scheduled, Sent, or Viewed status.
- Refund a paid invoice. A paid invoice cannot be revoked.
Good to know
- The due date is a plain date. It does not shift with timezones.
- The invoice list shows 50 invoices per page.
- Baz can draft follow-ups for overdue invoices. See what Baz does.