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Using Invoice & Payment Tracker

How to start, keep, reopen, and use your Invoice & Payment Tracker work.

Prepare invoices, record received payments, and see what remains due.

Open Invoice & Payment Tracker

Start with the work in front of you

  1. Start a book or reopen its JSON file. Set the relevant business details and prepare an invoice, optionally from a quote.
  2. Check the invoice before recording it as issued. A draft and an issued invoice have different meanings.
  3. Record payments actually received, including partial payments, against the right invoice. Download editable book (.json) after updates.

Keep it and pick it up again

The book JSON keeps invoice records and payment history. A single invoice PDF is a document to share, not a backup of the book.

  1. Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
  2. Choose Open saved work below, select that file, and check the tool and summary shown.
  3. Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.
Check and reopen a file

What to keep in view

The tracker does not collect money or connect to a bank. Excluding an incorrect payment entry changes the record, not the movement of money. Review recipient, amounts, payment details, and local requirements before sharing.

If it does not look right

If the file will not open, leave the original unchanged and read the error. A reading copy cannot substitute for the editable JSON. If you reopened an older copy, look for a later download; do not overwrite the current work while checking.

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.