Invoices Available Options

Invoices Available Options #

Exhaustive list of all available options for invoices

• Invoice Preview #

• • Invoice URL section (at the top)
    • Preview: Provides the ability to preview the invoice sent by email or manually shared to the client, and display how it will look like when the client opens it.
    • Copy: Will copy the link of the invoice preview into the clipboard, which you can past wherever needed, like social messenger, email, CRM, …
  • “Actions” button section (top right corner)
    • Draft: The status of the invoice will be changed to Draft.
    • Paid: The status of the invoice will be changed to Paid.
    • Cancel Invoice: The invoice will be cancelled, changing the status to cancelled, also all payments will we removed.
    • Add Payments: Will add a single payment to the invoice.
    • Manage Payments: The payments window related to the selected invoice will be opened.
    • Send: The invoice will be manually sent by email.
    • Edit Document: Will start editing the selected invoice.
    • Export to PDF: The selected invoice will be exported to PDF, a dialog window will ask for a local directory where to save the PDF file.
    • Duplicate: The selected invoice will be duplicated, a new invoice will be created, retaining items, quantity, price, and various values.
    • Convert to Quote: The selected invoice will be converted to new quote, retaining items, quantity, price, and various values.

For more information you can open a new ticket at support.lambda-it.me.

Or contact us with the contact form.