Customer Invoice and Credit Note - Button Functions

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Action	Description
	Save the Customer invoice / credit note.
	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.
	Create a credit note for the Customer. For more information see Creating a Customer Credit Note.
	Approve the Customer invoice or Credit Note. This sets the Customer Invoice / Customer Credit Note status to Approved.
	Automatically sends the Customer invoice / Credit Note as a PDF attached to an email.
	This also sends the Customer invoice / 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. 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 (you can archive a Customer invoice, but not delete it).