Invoices and the invoice editor

Offer a delivery note without showing prices Offer a delivery note when customers need a list of supplied goods without prices.

Find a voided invoice and issue a replacement A voided invoice remains as history. Bill renewed work on a new invoice.

Correct an invoice after a payment has been recorded Check whether the correction concerns a mistaken receipt, a genuine payment, or only the document wording.

Void an unpaid invoice and keep its number Void an eligible issued invoice when the sale is cancelled and no payment or credit has been recorded.

Choose between voiding, deleting, refunding, or crediting an invoice Choose the action from the invoice’s real issue and payment history.

Add a file to an invoice or its email Choose whether the file belongs with the document or only with one outgoing email.

Review planned costs and record actual invoice item costs Review a cost carried from an estimate, or record the actual cost of an invoice line separately from its selling price.

Check whether an invoice was sent, viewed, or paid Use the recorded status and History to see what happened to an invoice.

Troubleshoot invoice PDF and preview differences Compare the PDF with the saved document and the template it uses.

Mark an invoice as sent when you delivered it another way Record that you issued the invoice through another channel.

Share an invoice link or download the invoice as a PDF Share the saved customer link or download the invoice as a PDF.

Share an invoice through WhatsApp Prepare a WhatsApp message containing the intended invoice link.

Send a test invoice to yourself without issuing it The account owner can email a marked test copy of an eligible unsent invoice draft.

Check the customer and line totals on an invoice draft Review a saved draft’s customer, line calculations, and final total before issuing it.

Cancel or change a scheduled invoice email Change the email schedule separately from the invoice itself.