Actions

In the Financial Application, you can find all your invoices under ‘Invoicing’ in the element corresponding with the status of the invoice. For example, you can find sent invoices in the element ‘Sent’, paid invoices in the element ‘Paid’ and invoices for which a reminder was sent in the element ‘Reminders’.

Depending on the status of an invoice, there are several actions available for invoices. The articles below discuss these actions and in which elements they can be carried out. Some actions can also be carried out when viewing an individual invoice. You can find these actions in the toolbar of the invoice.

• View invoices
• View and edit drafts
• Edit sent invoices
• Cancel invoices
• Mark invoices
• Send reminders and exhortations
• Collect again
• Renew PDF
• Download invoices