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Select invoice with draft status
The side panel opens
Click on action
You can choose between :
Submit: This sends the draft invoice to the e-mail address of the contact indicated on the invoice.
Edit: This allows you to modify the invoice information. You can then submit it. The status will then change to pending.
Cancel: This cancels the invoice. The status will then change to cancelled.
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Cancel invoice
You can cancel an invoice if its status is "pending" or "draft". The status will then change to "cancelled".
Select invoice with "pending" or "draft" status.
Side panel opens
Click on action and choose cancel
The invoice status will then change to cancelled.
Resend payment link
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The payment link becomes inactive once the invoice has been paid. |
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Resend invoice or the receipt
When the invoice status is pending, you can resend the invoice to the recipient via the action menu on the side panel.
When the invoice status is completed, you can resend the invoice or the payment receipt to the recipient via the action menu on the side panel.
