Opening the Invoice
- Go to the Invoices tab using the left-hand menu.
- Locate the necessary invoice and click on it to view its details.
Reviewing the Invoice Details
- Verify invoice details prior to finalizing and update as needed.
💡Notes
Check out the additional instructions in the guide on How to manage and edit invoices.
Changing the Status
- Use the dropdown menu to change the invoice status.
- Choose the relevant invoice status (Paid, Claimed, or Cancelled) to reflect its state.
Finalizing the Invoice
- Click the Finish Invoice button to save the changes and complete the invoice.
- Once finished, no further edits can be made to this invoice.
- All invoices are securely saved in the system and remain accessible at any time for future reference, review, or administrative use.
- Use the Change Log tab to see a detailed history of all modifications made to the invoice.
