How to create an invoice?
Bulk Actions
Line End Menu

How to find an invoice?

You can quickly find required invoices by using filters.

Available filters:

• Client Name
• (Client) Country
• Project
• Invoice Number (Inv#)
• Invoice Title
• (Invoice) Date Range (Start – End)
• Due Date Range (Start – End
• (Invoice) Amount Range (min-max)
• Status
• Currency

Bulk Actions

You can use bulk actions for invoices by marking the check-boxes on the grid

Available bulk actions:

• archive – archive invoices
• delete – delete invoices
• send to a client – send invoices to the related clients
• print
• create PDF
• add a payment – record a payment for this invoice

Line End Menu

The Line End menu includes actions for invoices:

• edit – open and edit a page
• view invoice – open an invoice preview
• create PDF
• print an invoice
• send to a client – send to the client and chosen contacts by email
• clone invoice – create a new invoice with the same data
• make recurring – create the recurring profile based on this invoice data
• activate and send
• mark as activated – change status to ‘activated’ without actually sending
• mark as void – change status to ‘void’
• send a reminder – send a payment reminder
• add a payment – record payment of the invoice
• print a delivery note
• print a packing slip
• archive – move to ‘archived’ tab
• delete – move to ‘deleted’ tab