Whether the invoice number was added manually or via a custom numbering scheme, you can still adjust it before marking the invoice as sent.

Note: If you enter an invoice number that has already been used, you’ll receive a notification. While this won’t prevent you from saving the invoice with the duplicate number, it will alert you to the issue.

Once your invoice is sent to a client, switch the status of the invoice from Unsent to Sent and enter the sent date. The invoice changes its status to Unpaid.

The Feed tab shows all activity related to this invoice in chronological order. You can add comments and discuss this invoice with others.

📌 Emails linked to this invoice can come from:

Both inboxes are accessible under the mail icon in the top navigation bar.

To record a payment or a write-off, navigate to the Payments tab.

Create, send, and track payment reminders in the Payment reminders tab.

Add people to the invoice who need to be notified when something happens with an invoice; someone leaves a comment, adds a discount, marks the invoice as sent or paid, etc.

If you need to remove a subscriber from an invoice, just select the X next to a subscriber. That person will no longer receive any notifications on this invoice.
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Add tags to your invoices for easier organizing and filtering.

To Duplicate or Delete an Invoice, open the three-dot and select the relevant option.

In case of an error, cancellation, or any similar event on an already finalized invoice, you can issue a credit note to keep your books clean.