Learn how to carry out the five most basic actions to manage your invoices. These steps are common to all your sales documents: tickets , budgets , proformas and corrective sales.
1. Edit an invoice
Modifies the necessary data
2. Duplicate an invoice
Make changes if necessary
Save the new invoice
The duplicate invoice will have a new numbering .
3. Delete an invoice
Confirm the action
Deleted documents will be stored in Settings > More > Trash for a maximum of 10-30 days depending on your plan.
4. Converting an invoice to other documents
From the listing, select your invoice and access its detailed view
Click the Convert button
Select the option you need between waybill , sale corrective or
5. Export your list of invoices
Click on the download icon at the top right of your screen
Select the export option that suits you best
If you need to export a single document, open the three-dot (⋮) menu and select Download .