Invoices

Invoices are managed from the unified Documents module with the document type set to Invoice.

What You Can Do Here

• review all invoices from the main list
• switch filters and search for specific invoice records
• open an invoice detail page for review or follow-up
• open the invoice form to create a new draft
• access list-level and detail-level actions such as preview, edit, duplicate, export, and payment handling

Working Pattern

1. Start from Documents and keep the type on Invoice
2. Use filters, search, and table actions to narrow the list
3. Open a record to review its details or continue editing
4. Use the invoice form when you need to draft a new invoice

In this section

• Creating Invoices - Step-by-step invoice creation
• Invoice Options - Available settings and configurations
• Invoice Panel Walkthrough - Overview of the invoice panel
• Managing Payments - Track and manage invoice payments
• Exporting Invoices - Export to PDF and other formats
• Duplicating Invoices - Copy existing invoices
• Convert to Quote - Transform invoices into quotes