This section shows the Actions available in the Invoice Editing workspace.
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Field | Description |
Attach Document
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Use this action to attach a document to the current invoice. For example, this could be a scanned receipt which serves as documentation for the invoice.
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Delete Document
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Use this action to delete the current document from the invoice's document archive.
If a document archive is assigned to the invoice edit being removed, it remains assigned to the now saved previous edit.
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Restore Editing
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Use this action to restore a previous edit of the invoice.
If the previous edit has a document archive, it is assigned to the current edit.
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Restore Editing, Summary
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Use this action to restore a previous edit of the invoice.
If the previous edit has a document archive, it is assigned to the current edit.
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Restore Editing from Invoice
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Use this action to copy an invoice edit from a printed invoice.
If the copied edit has a document archive, it is not reassigned or copied to the current invoice edit.
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Print Invoice
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Use this action to print the invoice.
When you print an invoice that has a document archive, it is reassigned to the finalized invoice.
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