How do I view and manage invoices?

Merchants can manage all aspects of their invoicing through Sheepy’s dedicated dashboard, which offers a centralized environment to monitor payment flows and take real-time actions. Each invoice is listed with detailed status updates - such as new, confirming, completed, or invalid - allowing you to instantly understand where each transaction stands. This level of visibility is essential for businesses handling high volumes of payments or operating across multiple customer segments.

The dashboard allows merchants to search, filter, and sort invoices based on date, status, customer information, or transaction ID. You can also export invoice records in CSV or PDF formats for integration with your accounting software or for audit purposes.

From the same interface, you can issue refunds, mark invoices as complete if payment is confirmed outside of standard timing, and resend notifications to customers. Custom email alerts can be configured within the Integration Profile to receive updates when invoice statuses change or when certain thresholds are reached. If you’d like to preview the customer experience, visit our Demo to simulate a live invoice.