Invoice Actions

For an individual invoice in the All Invoices area, you are able to do the following:

Edit - You can select and make modifications to an invoice. Please keep in mind that for any invoice that has already been sent, making and saving edits to that invoice will require you to resend that invoice to the customer.

Copy link - Provides you with a shareable URL to the invoice if it has not yet been paid in full.

Download - For any invoice that is not in draft mode, you can download the invoice as a PDF that you can then share with customers. Keep in mind that if you share the PDF version, rather than sending them the link to the invoice, they will not be able to pay directly through the invoice, but instead would need to send payment manually.

Void - Allows you to mark an invoice as void for your record-keeping purposes. Please keep in mind that if you void an invoice in your connected payment platform (such as Stripe) it may not display as Void in the CRM. We always recommend voiding any payments through the CRM.

Clone - Creates a duplicate of the invoice in draft mode.

Convert to Template - Creates an invoice template based on the invoice.

Record payment - Allows you to manually record payment or partial payment of the invoice.

View Transaction - This allows you to see transaction details for that invoice.