# Track your billing

_Step by step through the Billing screen: view and filter invoices, settle a payment, pay in batch, send/print in bulk and reverse payments._

> **💡 Tip**
>
> Filter by **Overdue** status every day and use each invoice's **WhatsApp** button to remind the customer — collecting early is the fastest way to get paid and cut down on default.

The **Billing** screen is where you track **all your customers' invoices** in one place — what's open, what's been paid, what's overdue. This is where you **settle payments**, **send the charge over WhatsApp** and **reverse** a payment entered by mistake. Everything that becomes money in TecPet (an appointment, a standalone sale, buying a plan) creates an invoice that lands on this list. To understand what's **inside** an invoice (items, discount, note), see [The invoice in detail](/en/operacao/financeiro/a-fatura-por-dentro/).

## Step 1 — Open the Billing screen

In the top menu, click **Billing**. The list opens already showing the invoices from the last few days.

![TecPet top menu with the Billing option](https://help.tec.pet/_md-assets/cobrancas__menu-no-topo.png)

## Step 2 — Understand the invoice list

Each row is **one invoice**. The columns show:
- **Invoice** — the invoice number (e.g. *#00123*);
- **Amount** — the invoice total;
- **To receive** — how much is still owed (if fully paid, it shows *-*);
- **Status** — **Paid**, **Pending**, **Overdue**, **Canceled** or **No Charge**;
- **Pet** — the pet tied to the invoice (when there is one);
- **Type** — **Appointment**, **Plan**, **Standalone** or **Voucher**;
- **ERP Items** — only appears when the store has a system (ERP) integrated; shows the invoice's fiscal/ERP status.

![Invoice list on the Billing screen, with the columns Invoice, Amount, To receive, Status, Pet, Type and ERP Items](https://help.tec.pet/_md-assets/cobrancas__lista-de-faturas.png)

## The Operations on each invoice

On the right of each row, in the **Operations** column, are the invoice's action buttons:
- **Send the invoice** (WhatsApp icon) — sends the charge straight to the customer's WhatsApp;
- **Pay invoice** (blue dollar sign) — opens the window to **settle the payment**; it is **disabled** when the invoice is already Paid, Canceled, No Charge, or when the store takes payments via POS;
- **Reverse payments** (red arrow) — undoes the invoice's payments; appears only in some stores and is only active when there's an amount already paid;
- **Invoice details** (receipt icon) — opens the full invoice modal, with items, discount and the action footer (explained in [The invoice in detail](/en/operacao/financeiro/a-fatura-por-dentro/)).

## Step 3 — Filter what you're looking for

Click **Filter search** to open the **Filter** window. Pick the fields you want (see below what each one is) and click **Filter** in the footer. The active filters stay visible at the top of the list. To look up an invoice by number, type it in the **Invoice #00000** field in the top corner. **Clear filters** (or the **Clear** button inside the window) brings back the full list.

## The fields in the Filter window

- **Segments** — choose which segments (Pet Shop, Clinic, Daycare/Hotel) you want to see invoices from; comes with all selected;
- **Customer** — finds the invoices of a specific customer;
- **Period** — **Today**, **Current month**, **Last 7 days**, **Last 30 days** or **Custom** (pick a start and end date, at most 1 year apart);
- **Filter by date of** — says which date the period above uses: **Creation**, **Due** or **Payment**;
- **Status** — **All**, **Paid**, **Open**, **Overdue**, **Canceled** or **No Charge**;
- **Type** — **All**, **Appointment**, **Plan/Package**, **Standalone** or **Voucher**.

## Step 4 — Settle the payment of an invoice

To record that the customer paid:
1. On the invoice row, click **Pay invoice** (the blue dollar sign in Operations);
2. The **Invoice #…** window opens, showing the **Open amount**, the customer and the pet;
3. Choose the **Payment method** (cash, card, Pix, etc.);
4. Check the **Amount to receive*** (required field) — in cash, the system computes the **change**; on card/Pix, an **extra amount** if there's a surplus;
5. If the customer has a **Voucher** balance, tick **Use Voucher** to deduct from the credit;
6. Click **Pay**. The invoice moves to **Paid**.

## Step 5 — Pay several invoices at once (batch)

When the store **does not** have a system (ERP) integrated, you can settle several invoices together:
1. Tick the checkbox on each invoice you want to pay (or click **Select all** at the top of the list);
2. With **two or more** selected, click the **Pay invoices** button;
3. Check the amounts and payment method in the window that opens and confirm.

(In stores with an ERP integrated, this button doesn't appear — each invoice is paid individually using the previous step.)

## Step 6 — Send or print several invoices

Still using the selection checkboxes, with at least **one** invoice ticked you can:
- Click **Send** (WhatsApp icon) — sends the selected invoices to the customer's WhatsApp;
- Click **Print** — opens the selected invoices for printing.

To send **a single invoice**, use the WhatsApp button on its own row, in **Operations**.

## Step 7 — Reverse a payment (if entered by mistake)

If you settled an invoice by mistake:
1. On the **already-paid** invoice row, click **Reverse payments** (the red arrow in Operations);
2. The warning *"Reverse payments? All the invoice's payments will be reversed and this cannot be undone."* appears;
3. Confirm with **Reverse** (and, if asked, confirm the responsible employee).

The invoice **goes back to open** and you can settle it again, fixing the payment method or amount. **Heads up:** this undoes **all** the invoice's payments at once.

## How to edit or check an invoice later

To view or adjust an invoice's content (items, discount, note, due date), click **Invoice details** (the receipt icon) on its row — it opens the full modal, explained in [The invoice in detail](/en/operacao/financeiro/a-fatura-por-dentro/). The store's general billing rules (default due date, interest, accepted payment methods) live in [Billing parameters](/en/configuracao/geral/parametros-de-cobranca/). If the store has a system (ERP), see how invoices turn into fiscal notes in [What changes with the integration](/en/configuracao/integracoes/o-que-muda-com-a-integracao/).

> **⚠️ Heads up**
>
> The **Pay invoice** button is **disabled** when the invoice is already **Paid**, **Canceled** or **No Charge**, and also when the store takes payments through a POS/cash system. In those cases the payment is handled outside this screen.

> **🚫 Caution**
>
> The **Reverse payments** button (the red arrow) **undoes all payments** recorded on the invoice at once — and **this cannot be undone**. The invoice goes back to open. If the invoice was paid along with others (batch payment), the reversal undoes **the whole batch**. Use it only when the payment was truly entered by mistake.

## What changes with your system (ERP)

### If you don't use an ERP
Without an integrated ERP, the **ERP Items** column **does not appear** on the list. You also get an extra button: you can **pay several invoices at once** (see the batch payment step). Settling just marks the invoice as **paid** in TecPet — the fiscal note, if you issue one, is done separately in your own tool.

### If you use VHSYS
With [VHSYS](/en/configuracao/integracoes/integracao-vhsys/) integrated, the **ERP Items** column appears, showing the status in the ERP's wording (*Open*, *Done*, *Error*, *Canceled*…). The **pay several invoices in batch** button **no longer appears** — with an integration, each invoice is paid one by one to keep the items in sync with VHSYS. **Reverse payments** is still available.

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_feature: cobrancas · atualizado em 2026-06-11 · fonte: https://help.tec.pet/en/operacao/financeiro/cobrancas/ — TecPet Central de Ajuda_