Actions
This section shows the Actions available in the Invoice Editing workspace.
Top Tab
Field | Description |
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Attach Document | 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. |
Delete Document |
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. |
Restore Editing |
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. |
Restore Editing, Summary |
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. |
Restore Editing from Invoice |
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. |
Print Invoice |
Use this action to print the invoice. When you print an invoice that has a document archive, it is reassigned to the finalized invoice. |