Invoice Specific Options
To delete, invalidate or send an invoice. Move your mouse cursor to the right of the TAG field for an invoice. Left-click the ellipsis and then select Send, Download or Delete.
When sending invoices your will be asked to confirm the contacts configured in the Relationship that will receive the invoice.
Selecting Download will immediately start the invoice download. The invoice is in the PDF format.
Selecting Delete will allow you to either Invalidate or Delete the invoice.
When invalidating an invoice, you can enter a reason that will be recorded in the Validity column of the Invoicing page as a hover over option for Invalid invoices.
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