Invoices and the invoice editor
How do I create a delivery note without prices?
Offer a delivery note when customers need a list of supplied goods without prices.
How do I find a voided invoice and issue a replacement?
A voided invoice remains as history. Bill renewed work on a new invoice.
How do I correct an invoice after recording a payment?
Check whether the correction concerns a mistaken receipt, a genuine payment, or only the document wording.
How do I 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.
Should I void, delete, refund, or credit an invoice?
Choose the action from the invoice’s real issue and payment history.
How do I attach a file to an invoice or its email?
Choose whether the file belongs with the document or only with one outgoing email.
How do I compare planned and 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.
How do I check whether an invoice was sent, viewed, or paid?
Use the recorded status and History to see what happened to an invoice.
Why does my invoice PDF look different from the preview?
Compare the PDF with the saved document and the template it uses.
How do I mark an invoice as sent after delivering it another way?
Record that you issued the invoice through another channel.
How do I share an invoice link or download a PDF?
Share the saved customer link or download the invoice as a PDF.
How do I share an invoice through WhatsApp?
Prepare a WhatsApp message containing the intended invoice link.
How do I send myself a test invoice without issuing it?
The account owner can email a marked test copy of an eligible unsent invoice draft.
How do I check the customer details and line totals on an invoice draft?
Review a saved draft’s customer, line calculations, and final total before issuing it.
How do I change or cancel a scheduled invoice email?
Change the email schedule separately from the invoice itself.