After creating your invoice, you will be able to perform the following functions.
- Edit invoice
- Voiding invoice
- Preview / Download / Email invoice
Edit invoice
There are 2 ways to locate the invoice you want to edit:
Route 1 – use this route if the invoice is tied to a particular sales order
- Click on Sales > Sales Orders on the main navigation panel
- On the listing page, click on the sales order that contains the invoice
3. Under the Invoices tab, click on the invoice you want to edit
Route 2 – use this route if the invoice contains different orders
- Click on Receivables > Customer’s Invoice on the main navigation panel
- On the listing page, click on the invoice you want to edit
3. On the details page, edit your invoice details
Voiding an invoice
To void an invoice:
- On the Invoice listing page, click on the invoice you want to void
- On the Invoice details page, click Edit at the top right corner
3. Select Void > OK to confirm
Email / Download / Preview
You can email / download / preview your invoice by clicking the respective icons located at the top of the invoice details page.