Action

The action menu can be found in the Invoice Management page and the Invoice Page. The menu button looks like this:

Invoice management page	Invoice Create/Edit page

Features available in the "Action" menu differs in relative to the invoice's status, to check which actions are available when, please refer to Invoice Status & Payment Status section.

Action Description

Save as Draft

Save the invoice as Draft. Users can still edit the invoice without sending it to the customers.

Send (Save and Send)

Email the invoice to all the customer(s) listed in the Email, CC and BCC field of the invoice. Only customer(s) listed in the Email field can pay for the invoice. BCC recipients can only view the invoice.

If the invoice has been saved once and edit has been made, by clicking Save and Send, the customers will be notified of the changes made.

Remind

Sends an email to remind all the customer(s) about the email that were listed in the Email, CC and BCC field of the invoice. Only customer(s) listed in the Email field can pay for the invoice. CC and BCC recipients can only view the invoice.

Edit

Directs user to the edit page of the invoice

Cancel

Change the invoice's status to "Cancelled". Can only be pressed when the invoice's status is "Awaiting Payment".

Refund

Change the invoice's status to "Refund" and refunds the money back to the customer that paid for the invoice. Can only be pressed when the invoice's status is "Paid".

Delete

Delete the invoice from the database. Once pressed, the user will be asked to confirm the deletion because once the invoice has been deleted, it can't be recover again.

Can only be pressed when the invoice's status is "Draft".

Copy

Copies the content of the selected invoice to a new one. The newly created invoice's status will be set to "Draft" where the user can make all the necessary changes first before sending the invoice to the customer(s).

Share Edit Link

Allows the user to share the edit link among other users by copying the link or scanning the QR Code. The QR code provided is an image which can be saved by right clicking the QR Code and select Save as Image.

Share Payment Link

Allows the user to share payment link among other users or customers by copying the link or scanning the QR Code. The QR code provided is an image which can be saved by right clicking the QR Code and select Save as Image.

Share Preview Link

Allows the user to share the edit link among other users or customers by copying the link or scanning the QR Code. The QR code provided is an image which can be saved by right clicking the QR Code and select Save as Image.

Preview

Preview how the invoice would look when the customer views the invoice.

View History

Allows users to view the activity log or history of the invoice.