Managing invoices helps you keep track of payments and stay organized. You can preview, download, edit, regenerate, and perform other actions to ensure your invoices are accurate and up to date. This guide will show you how.
If you're new to invoicing and want to understand the basics, you can find detailed information in the article linked here.
Managing Invoices
All the invoices that have been generated can be easily accessed through the following path
Admin Center → Accounting -> Invoice (tab)
Filtering Invoices
You have the flexibility to filter invoices based on various criteria, including status, date, code, customer, email, settings, total due, and more.
Downloading Invoices
You can download invoices by clicking the Actions button, either from the Invoice tab in the customer’s profile or from the Invoice tab in the Accounting section.
View Invoice preview
This option allows you to see a full preview of the invoice before taking any action. It helps you check all the details, such as items, amounts, and customer information, to ensure everything is correct.
Regenerate Invoice
Click this option to generate a copy of the invoice and send it to the customer.
Updating the Invoices' status in the Accounting Section
You can update the status of an invoice according to the situation, choosing from the following options:
Sent: The invoice has been created and sent to the customer, but payment has not been received yet (this is the initial state)
Paid: The customer has completed the full payment for the invoice.
Partially Paid: The customer has paid only part of the invoice amount.
Canceled: The invoice is no longer valid and has been canceled.
Updating the Invoices' status in the Customer Profile
Another way to update an invoice’s status is through the customers section in Admin Center. You can do this by finding the invoice in the customer’s profile.
Admin Center → Customers → Click Details(button) -> Details page (customer profile) → Invoice(tab)
