Editing an invoice
An invoice can be edited in two ways:
Inline edit: In the Invoice Table, click directly on a field, such as the Total Amount cell or the Balance cell, to open it for editing. Each field on the table is editable, and clicking it opens the relevant details for update, including the account.
Menu edit: Click the three-dot icon at the start of the invoice row, then select Edit from the menu.
Recording a payment
When a customer pays an invoice, the payment can be recorded to update the balance.
Click the three-dot icon, then select Manage payments.
In the Record payments modal, fill in the payment account and amount.
Use + to add another payment row, or - to remove one.
Click Save.
Alternatively, click directly on the Balance cell in the Invoice Table to add a payment inline.
Viewing and downloading an invoice
Click the three-dot icon, then select Open to view the invoice details and a preview of the document.
Click Actions at the top right.
Select Download to save the invoice, or choose another action from the same dropdown.
Deleting an invoice
Single invoice: click the three-dot icon, then select Delete.
Multiple invoices: select the checkbox for each invoice to delete, then click Delete at the top of the table. The button label shows the number of invoices currently selected.
Duplicating, publishing, and reverting to draft
Duplicate: click the three-dot icon, then select Duplicate to create a copy of the invoice.
Publish a draft: for invoices showing a Draft status, click the three-dot icon and select Publish to move the invoice out of draft.
Revert to draft: for published invoices, click the three-dot icon and select Revert to draft to move the invoice back to draft status.
