Invoices

Invoice Options

Invoices use the same core document workflow as the rest of the Documents module, with invoice-specific actions layered on top.

Common Options

edit invoice details from the form or detail view
preview the document before sharing it
export the invoice when you need a file copy
duplicate an existing invoice to save time
manage payments against the invoice

Where Options Appear

list actions in the invoice table
action buttons on the invoice detail page
controls inside the invoice form

Working Rule

Use the list for quick filtering and record selection, then move into the detail page or form when you need to make a specific change.