Invoices & Receipts
Find sales documents, finalize drafts, revise invoices, record payments, print documents, and void eligible invoices.
Find a document
Search by invoice/receipt number or customer. Filter by document type, status, and sort order.
Statuses
| Status | Meaning |
|---|---|
| Draft | Created but not finalized. |
| Open | Finalized and awaiting some or all payment. |
| Paid | Balance fully paid. |
| Void | Cancelled and removed from active balances. |
Finalize
Open a Draft and choose Finalize Invoice. Later edits are tracked as revisions.
Edit and revise
Eligible invoices can edit due date, notes, item quantities, and unit prices. Saving creates a revision record and revision number.
Record payment
Open invoices with a balance include Record Payment, which opens the Payments workflow.
Print or save
Invoices use Print / Save PDF; receipts use Print / Save Receipt. Use your browser's PDF destination to save a file.
Void
Void is available only when the document is not already void and has no recorded payment. History is preserved.