Invoice settings

More options for an already issued invoice

Last updated: 2021-11-09

Once you have issued your invoice, you may take advantage of certain features by clicking on More options,

moreoptions

for instance:

Add similar - issues the same invoice with sequential numbering.
Add next - quickly lets you issue a new document.
Issue Credit Note - allows you to issue a Credit Note based on the invoice.
Duplicate - duplicates the document on a certain date.
Set recurring - sets the invoice as recurring. Learn more on how to enable and manage recurring payments.
Add payment - adds the invoice as a new payment.
Add warehouse document - adds the invoice as a warehouse document. Learn more on how to activate and manage warehouses.
Send reminder - lets you send a customised reminder if the invoice is unpaid.
Cancel document - cancels the invoice without deleting it.

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