You can manage every invoice from the Actions menu ( ⋮ ) in the bottom right corner of the invoice screen.
Actions
Make changes to an unpaid invoice. You can update details, customer, and items.
Paid and void invoices can’t be edited. | |
Permanently remove an invoice.
Only invoices that haven’t been sent can be deleted. | |
Cancel a sent invoice that should no longer be paid.
Voided invoices stay in your records but can’t be edited or paid. | |
Create a new draft invoice using the same details.
Useful for repeat jobs or similar customers. | |
Send the invoice to your customer by email or link.
You can choose how to send it before confirming. | |
Resend | Send the invoice again if your customer didn’t receive it or needs another copy. |
Send Reminder | Send a follow-up message with a link to pay.
Available if the invoice has been sent but not yet paid. |
Record a manual payment (e.g. cash, bank transfer, cheque).
Enter the payment method and date. | |
Remove a recorded payment.
The invoice will return to unpaid status. |