Invoice management
Content
Share / print an invoice
If you want to print an invoice or share a link to the invoice, click on the ⋮ icon on the top right of the page and select Share/print invoice.
This will create a unique random URL for the invoice which can be shared with your customer.
Download as PDF
Invoices can be downloaded as PDFs too from the ⋮ icon menu.
A similar option is available from within the Customer Portal for your clients to download a copy of each invoice in PDF format.
Resend receipt
Click on the ⠇icon on a paid invoice and choose Resend receipt to send the customer the
receipt email again.
Deleting an invoice
Invoices can be deleted in Draft state by clicking on the ⠇icon on the top right. An invoice can only be deleted if there are no associated payments. Manual payments can be deleted as outlined here:
Delete manual payment.
If a payment was received via the gateway, the invoice cannot be deleted. You must create a credit note to reflect the refund provided to the customer.
Note: Only users with a
Manager role can delete invoices.