Customer Invoice and Credit Note - Button Functions

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.

1. Click Add Line Items.

2. Select the items from the list.

3. 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.

Delete a Credit Note (you can archive a Customer invoice, but not delete it).