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Invoice Actions and Summary [Beta]
Invoice Actions and Summary [Beta]

Learn more about the different actions you can take on the new invoices view of the job.

Michael Storer avatar
Written by Michael Storer
Updated over a week ago

Invoice Summary Table on Jobs

This feature is in Beta and is currently released to a limited number of orgs.

The new Invoice Summary table provides a quick, at-a-glance status update on the invoices you've created for a job. This summary also includes a few key actions you can take.


Invoice Summary Table Actions

The following actions are available from the Invoice Summary table on the Job Details page:

  • Add an invoice to the job

    • Click the '+ Invoice' button to create an additional invoice for the job.

  • Edit invoice details

    • Click the pencil icon to the right of an invoice to add attachments, edit the invoice message, adjust the payment options, and choose which information to display on the invoice.

  • Apply a payment to an invoice

    • Click the credit card icon next to the invoice you need to apply a payment to.

      • Note: When paying an invoice directly, you are only able to apply the payment for the full invoice amount.

  • Click the More icon (3 dots) to the right of an invoice to:

    • Re-send (or send)

      • Note: The invoice will be sent with the settings you created originally.

    • View

    • Print

    • Export as a PDF

    • Void

      • Note: Voided invoices cannot be marked as paid. The invoice status will show as "Void" on the Invoice Summary table.

  • Hide or expand the Invoice Summary table by clicking the arrow in the top right corner.


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