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The Invoices panel on the left of this screen allows you to select an invoice and modify it using actions or by changing fields in the Edit Invoice Panel. The actions available are shown as icons on the left above the Filter invoice text box.
Actions
Icon | Description |
|---|---|
 | Delivers (emails) the selected invoice to the account's billing contact. If invoices are configured to be delivered offline then this feature will simply set the invoice to the Delivered status |
 | Re-Renders the selected Invoice provided it has not yet been delivered. This feature can be used in the event that invoice template changes have been made |
 | Allows you to view a rendered invoice in a new tab/window |
 | Voids the selected invoice and generates reversed transactions. See the voiding an invoice section below for more information |
Invoices List
The Invoices listing shows the invoices generated on the account and summary level details (invoice state, invoice number, dates, total, etc.).
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Select the invoice in the list on the left under the Invoices heading
Under the Invoices heading click the
iconIf the invoice has reports attached to it and the report data needs to be updated leave the Generate new versions of attached reports setting enabled
On the confirmation dialog click Yes to confirm that the selected invoice should be re-rendered
The invoice will go through the re-render process (Render Pending, Render In Progress) and finally . Once these processes are finished a pop-up message will appear alerting informing you that the re-render has been completed.
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Voiding an Invoice
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