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Invoice Screen Buttons

The invoice screen provides several buttons for managing your invoices throughout their lifecycle. Understanding each button helps you efficiently process invoices from creation to payment.

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Draft and Submission Buttons

1

Download PDF

Downloads the invoice as a PDF file including your company logo, address, and all invoice details. You can save or send this file directly to your customer.
2

Delete

Removes the invoice entirely. You will be asked to confirm this action to prevent accidental deletion.
3

Save

Saves the invoice and returns you to the main invoices screen. The invoice status will be set to Draft.
4

Save & Submit for Approval

Saves and submits the invoice for approval. The invoice status will change to Submitted.
5

Approve

Finalises the invoice. Its status will update to Awaiting Payment on the accounts screen.

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Post-Approval Buttons

Once an invoice is approved, three additional buttons become available:
  • Edit — Makes the invoice editable again so you can add new lines or adjust existing details. Click Save when finished.
  • Void — Cancels the invoice. You will need to confirm this action.
  • Mark as Paid — Updates the invoice status to Paid when payment is received.
You can edit an invoice even after approval by clicking the Edit button. Always save your changes when finished.
Voiding an invoice is permanent. A confirmation prompt will appear to prevent accidental cancellations.