Invoices and Estimates

Managing Invoices

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Manage your invoices from the Invoices page.

  • Go to Sales on the Navigation menu and select Invoices from the drop-down options.
  • On the Invoices page, Invoices are sorted by Invoice Date, Status, Customer Number, and Amount.
Editing your invoices
  • Hover over an Invoice to reveal the options to Edit, Duplicate, and Add payment.
  • Click on the ellipses menu icon ellipses menu icon to reveal more options – Print, Download PDF, Share link, Cancel and Delete.

Ticking the checkbox reveals Bulk Actions that allow you to mark Invoices as Sent, Cancel, Delete, or Export invoices.

Updating invoices on Akaunting

Editing an Invoice

  • Click an Invoice on the Invoice dashboard.
  • On the Invoice details page, select Edit in the top right corner.
  • Update the necessary details.
  • Then, Save or Click Send To to resend the invoice to a recipient.

You can also import invoices to Akaunting. Check out importing data to Akaunting.

Scan paper invoices/bills with Receipts.

Set Default Invoice Tab

  • Go to Sales on the Navigation menu and select Invoices from the drop-down options.
  • On the Invoice List page, Click the Pin icon on a tab.
  • This sets that Tab as the default.

When you visit the Invoices page next, the pinned tab will be the default loading page.

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