More invoice actions

In this guide, you get to know the actions available for every invoice in the list: view, print, send, PDF, copy, edit and record payment.

1. The More menu

1. Open the list of all invoices.
2. Click More next to the invoice.

2. Invoice actions

1. Preview opens the invoice in the app.
2. Print prints the invoice.
3. Preview as a customer shows the invoice as the customer sees it.
4. Send sends the invoice by email, WhatsApp, Viber or Telegram.
5. Convert to Recurring creates an invoice that repeats.
6. Export as PDF downloads the invoice as a PDF.
7. Duplicate invoice makes a copy of the invoice and opens it for editing.
8. Edit opens the invoice for changes.

3. Payment

1. Next to every invoice there is also a Record a payment button.

Summary

Invoices → More → view, print, send, PDF, duplicate, edit → record payment

What's next

Next guide: E-invoice (XML).