In addition to editing the invoice, the following actions can be performed:
Action
Description
Save the Customer invoice.
Preview the Customer invoice in the PDF format that will be sent to the Customer. Tip > This is very useful for checking your edits before approving the invoice.
This allows you to combine multiple line items in a single Customer invoice. Tip > The Tax Code must be set to add a line item.
Click Add Line Items.
Select the items from the list.
Click Add selected.
The line items will be added to the invoice.
Download the invoice data as a comma separated value file. The file can be managed using Microsoft Excel or other spreadsheet programs.
