Invoice card, statuses, and actions

Click the invoice number in the list. The top of the card displays the status, PDF, email button, and the Actions menu. The main section shows the seller and buyer details, dates, the seller, Items, VAT, and the total amount. For overdue Invoice items, the number of days past the deadline is also displayed.

Card tabs:

• Invoice invoice – document preview;
• Payments – settled transactions and entry of a new Payment;
• Tasks – tasks linked to Invoice;
• Expenses – linked Expenses;
• Files – attachments and their download;
• Notes – internal related records;
• Action history – views, sends, and other events.

The Actions menu offers options for editing, Payment, overdue deadline reminders, generating Credit Notes, copying, splitting, marking as sent, voiding, and deleting. Specific actions depend on the status, permissions, and settings.

Use Mark as sent when you have transmitted the document via another channel. Cancel leaves the document in the system and the history; it does not delete it. If you need to correct a document that has already been paid or exported, first coordinate the action with the team member responsible for accounting, team member.

Related articles

• Items, VAT, discounts, and totals on an Invoice
• Invoice Payments, credits, and balances