Invoice Panel Walkthrough

The invoice workflow is split across the Documents list, the invoice form, and the invoice detail page.

Main Surfaces

• List view for filtering, searching, and opening invoice records
• Form view for creating or editing invoice drafts
• Detail view for reviewing the finished record and using follow-up actions

Typical Movement

1. Start in the invoice list
2. Open an existing invoice or create a new one
3. Complete changes in the form
4. Return to the detail page for preview, export, sharing, or payment handling

What To Check

• document status
• partner and reference fields
• totals and taxes
• payment information
• available actions in the header or action menus

Related Pages

• Creating Invoices
• Invoice Options
• Exporting Invoices