This article is a quick reference for actions available on individual invoices in CRM → Invoices. For generating invoices in bulk, see CRM - Billing Process. For creating a one-off manual invoice, see CRM - Manual Invoices. For voiding in detail, see CRM - Voiding an Invoice.
Invoice Actions
To manage an invoice in CRM → Invoices, locate the specific invoice without opening it. By clicking on the
three dots icon next to the invoice, a list of options will appear:
Action | Function |
Edit | Allows for modifications to the invoice details. |
Pay | Opens the payment terminal for receiving payments. This option is unavailable if the invoice is already fully paid. |
Generates a PDF of the invoice for printing or downloading. The filename uses the invoice ID shown in the system (for example, Invoice-1000042.pdf), making downloaded files easy to identify without renaming. | |
Email Invoice | Sends the invoice to the customer via email, including a payment link. |
Void | Cancels the invoice. If Void is not available, the invoice is in a closed accounting period — use a credit memo instead. See CRM - Voiding an Invoice. |
Delete | Removes the invoice permanently. |
Note: Access to these actions depends on your user role. If an option is not available, contact your system administrator to adjust permissions via System Settings → Roles.