If you have mistakenly input the wrong data on the invoice, you can always edit them.
From the Invoices List, find the specific invoice to be edited. Click on it to open or click on the three dots on the right-hand side and click on edit.
After clicking on the Invoice, the Invoice will open up. Edit all the necessary info you need to edit.
Once done editing, click on Actions and select Save or Save and Close.
If you want to see the look and feel of your invoice, select which invoice you wanted to preview and on the right-hand side click on the three-dot and select Preview.
After clicking on Preview, you will see how your Invoice looks if you download it as a PDF File, this is how your invoice will look once you send it to the customer.
On the Preview, you will have an option as well to save it as a PDF File. To exit the preview click on Close.
Send your invoices to your customers. To do that, select the correct invoice you want to send and on the right-hand side click on the three dots.
Click on Send.
An email Invoice window will pop up. You will be able to Edit the Subject line, add multiple recipients, and an option to Include the Invoice body to the Email.
And if you scroll down, you will see the preview of the invoice body and details. Click on Send to send the Invoice.
After sending the invoice, notice that the status of the invoice changed to Sent and there is a date of when it was sent.
If the customer opened the email, the status will change to viewed.
To Print the Invoice, select the correct invoice. On the three dots, select Print.
In Indutrack, you can clone or duplicate your invoice as well.
To do that, select which invoice you would like to clone. On the right-hand side click on the three dots and select Copy/Clone.
The Invoice has now been duplicated.
If you want to delete an invoice, the delete option will be seen when clicking on the three dots as well. Select Delete and the invoice will be deleted and removed from the list.
If the customer is ready to pay for the invoice, click on the three dots on the right-hand side and select Receive Payment.
After clicking on Receive Payments, all invoices from this customer will be seen as well.
Put a checkmark on the invoice that the customer is ready to pay and select a payment method.
Click on Save and the invoice status will change to PAID.
the Invoice Status will change to PAID once the payment is received.