Actions

This section shows the Actions available in the Invoice Editing workspace.

Top Tab

Field Description
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.