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.
