The new invoice summary table ables you to at a glance be able to see a quick status update on the invoices you have created for a job. As part of that summary view there are a couple key actions you can take.
Invoice actions
Action | What it does? | Where to access? |
Add invoice | Allows you to create an additional invoice for the specific job you are viewing. | Click 'Add Invoice' button in the top right hand corner of the invoice summary table |
Send / Re-send | Allows you to quickly re-send or send the invoice out to your customer if you had not done so already. | Click the arrow icon next to the invoice you want to send or re-send. |
Pay invoice | Allows you to apply a payment directly to an invoice for the specific amount that invoice was created for
Note: When paying an invoice directly, you are only able to pay the full invoice amount. | Click the 'pay' credit card icon next to the invoice you would like to pay,. |
View invoice | Allows you to view the invoice you created. | Click the 3 stacked dots in the invoice summary table and 'View invoice' |
Print invoice | Allows you to print a copy of a specific invoice | Click the 3 stacked dots in the invoice summary table and 'Print invoice' |
Void invoice | Allows you to cancel an invoice in order to make corrections but still maintain a record. | Click the 3 stacked dots in the invoice summary table and 'Void invoice' |