Sending and Reprinting an Invoice

Sending it to the customerCopy Anchor Link

1. Open the invoice from Sales → Invoices.
2. Click Send to customer.
3. Leave the address blank to use the contact on the linked customer, or type a different address.
4. Click Send invoice.

The send is logged on the invoice under Audit Trail, with the address it went to and the time it left.

If the customer has no contact on file, the box stays open and says so rather than failing quietly. Add a contact on the customer record and try again.

If you cannot see Send to customer, your role does not include sending.

ReprintingCopy Anchor Link

A second copy of a tax invoice is an auditable event, so it is counted.

1. Open the invoice.
2. Click Reprint.

The Reprints line in the audit trail goes up by one and records who asked for it and when.

What you cannot doCopy Anchor Link

There is no cancel button on an invoice, and that is deliberate. Once a number has been taken the document stands. A posted invoice cannot be cancelled in this release — cancel the order it came from before converting it again, or raise the correction with your accountant. Credit notes arrive in a later release.

Next: Taking the Guided Tour.