Sales Invoices allows you to easily view and manage the details of your outgoing invoices. This guide will walk you through the process of opening an invoice, navigating the invoice display, and accessing important information and performing actions on that invoice.
Opening the details
Go to Sales Invoices.
Double click on the invoice you want to view.
Viewing the invoice PDF
You can display any invoice in PDF with the PDF preview toggle.
A few viewing options are available for convenience:
Navigate between invoice pages.
Zoom in and out.
Activate this option to turn the pointer of your mouse into a magnifying glass.
Open the PDF in a new tab.
Accessing invoice information and actions
In addition to viewing invoice information, the details page provides access to key information and actions* that allow you to:
Check the invoice status (draft, unpaid, partially paid, paid, refused).
The action menu: mark as... (un)paid/refused, approve, attach document, add comment, download, or print.
Clone the document (to use a basis for creating a new one).
Mark document as... (un)paid/refused.
View the history of activities on the document.
Download/preview/delate the attached document(s).
* In order to provide you with the most relevant actions, the action buttons available vary according to the document status. For example, for a draft invoice you'll see a Send button.
FAQ
Can I edit the invoice details?
While you can edit the client's details, the invoice content itself cannot be edited after the invoice is sent. Any correction will need to be done via a credit note.
What's the difference between linked and attached documents?
Linked documents are other documents in your Banqup space related to the invoice, like a credit or debit note. Attached documents are files directly attached to the invoice, like additional documentation.
What information can I see in the activities?
The activities section on the invoice details page provides a comprehensive log of all actions taken on the invoice. For each activity, you can see:
The type of action (e.g., invoice created, invoice sent, viewed by customer, payment recorded)
The user who performed the action.
The date and time the action was performed.
Additional details about the action (e.g., email recipient, payment amount, attachment name).
This allows you to have a clear audit trail and easily track the progress of an invoice from creation to payment.