Preview the Customer invoice / credit note in the PDF format that will be sent to the Customer. Tip > This is very useful for checking your edits before approving.
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.
Approve the Customer invoice or the Customer Credit Note. This sets the Customer Invoice / Customer Credit Note status to Approved.
Automatically sends the Customer invoice / credit note Credit Note as a PDF attached to an email.
This also sends the Customer invoice / credit note as Credit Note as a PDF attached to an email. The difference to Issue is that you can edit the email before sending.
This both saves the Customer Invoice and makes it read-only.
Warning
Once the invoice is archived it can no longer be edited, even if the Part is unlocked. Be certain no more changes will be required before archiving.
Delete a
credit note
Credit Note (you can archive a Customer invoice, but not delete it).
