UNPUBLISHED tab displays the Customer, Invoice number, Created date, Invoice date, and Total amount.

Publishing an invoice

When an invoice is not yet published, nothing has been sent to the customer. 

1. Select one or multiple invoices to publish. 
2. Click the Publish Invoice icon to publsih. 

Once published, the invoice will be moved to the PUBLISHED tab.
 

Changing the Invoice List View

• Filter the invoice list by Created date, Invoice date or by Total amount.
  • Created date: Last 6 months (Default filter)
  • Invoice date
  • Total amount
• Click the refresh icon to reset all filters.
   

Additional menu actions

By clicking the three dots next to Publish, an additional action menu will be displayed, allowing you to perform various actions.

• Download full invoice (PDF)
• Download summary (PDF)
• Download CSV
• Edit dates
• Edit invoice number - Applicable only for invoices with sequential numbering
• Delete invoice
  

Editing Invoice and Due dates

• Only 25 invoices or less can be edited at a time.
• The due dates are calculated automatically based on each invoice’s term.
  
• If any of these invoices already have an invoice or due date, your update will override them.
  

PUBLISHED tab displays the Customer, Invoice number, Invoice date, Due date, Status, Total amount, and Paid date.

 Unpublishing an invoice

1. Select one or multiple invoices. 
2. Click Unpublish. 
   
   Once unpublished, the invoice is moved to the Unpublished tab. 
    

Changing the Invoice List View

1. Filter the invoice list by Invoice date, Invoice date or by Total amount.

2. Click the refresh icon to reset all filters.

• Invoice date: Last 6 months (Default filter)
• Due date
• Status

o Overdue – unpaid invoice that are past due

o Open – unpaid invoices that have not passed the due date

o Paid 

• Total amount

Additional menu actions

By clicking the three dots next to Unpublish, an additional action menu will be displayed, allowing you to perform various actions.

• Mark as paid
• Process payment