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.
Hover over the invoice you want to view, then click on the view details icon.
Double-clicking an invoice opens its details as well.
Viewing the invoice
By default, the invoice will be displayed as a PDF preview. From the display menu, you can:
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.
Turn on or off the PDF preview. When turned off, you'll still see the important invoice details.
Accessing invoice information and actions
In addition to the PDF preview, the invoice details page provides access to key information and actions:
Edit the customer's details.
The action menu: mark the invoice as paid or won't be paid, approve it, attach documents, add comments, download, or print.
Check the invoice status (draft, unpaid, partially paid, or paid).
View the invoice history of activities.
View the linked documents.
View the attached documents.
Linked and attached documents can be downloaded, previewed in a new tab, or deleted.
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.