{"id":570,"date":"2023-04-06T15:46:43","date_gmt":"2023-04-06T12:46:43","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/invoices-estimates\/managing-invoices\/"},"modified":"2024-10-15T14:34:18","modified_gmt":"2024-10-15T11:34:18","slug":"managing-invoices","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/invoices-and-estimates\/managing-invoices\/","title":{"rendered":"Managing Invoices"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Manage your invoices from the Invoices page.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Sales <\/strong>on the <strong>Navigation menu<\/strong> and select <strong>Invoices<\/strong> from the drop-down options.<\/li>\n\n\n\n<li>On the Invoices page, Invoices are sorted by <strong>Invoice Date<\/strong>, <strong>Status<\/strong>, <strong>Customer Number,<\/strong> and <strong>Amount<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155136\/hover-1024x576.png\" alt=\"Editing your invoices\" class=\"wp-image-573\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155136\/hover-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155136\/hover-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155136\/hover-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155136\/hover-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155136\/hover.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hover over an Invoice to reveal the options to <strong>Edit<\/strong>, <strong>Duplicate<\/strong>, and <strong>Add payment<\/strong>.<\/li>\n\n\n\n<li>Click on the ellipses menu icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"18\" class=\"wp-image-574\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"ellipses menu icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png 52w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49-50x38.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> to reveal more options &#8211; <strong>Print, Download PDF, Share link, Cancel and Delete.<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Ticking the checkbox reveals Bulk Actions that allow you to mark Invoices as <strong>Sent<\/strong>, <strong>Cancel<\/strong>, <strong>Delete<\/strong>, or <strong>Export<\/strong> invoices.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155652\/checkbox-1024x576.png\" alt=\"Updating invoices on Akaunting\" class=\"wp-image-575\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155652\/checkbox-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155652\/checkbox-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155652\/checkbox-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155652\/checkbox-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155652\/checkbox.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Editing an Invoice<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click an Invoice on the Invoice dashboard.<\/li>\n\n\n\n<li>On the Invoice details page, select <strong>Edit <\/strong>in the top right corner.<\/li>\n\n\n\n<li>Update the necessary details.<\/li>\n\n\n\n<li>Then, <strong>Save <\/strong>or Click <strong>Send To <\/strong>to resend the invoice to a recipient.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can also import invoices to Akaunting. Check out <a href=\"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-data\/\" target=\"_blank\" rel=\"noreferrer noopener\">importing data to Akaunting<\/a>.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><em>Scan paper invoices\/bills with <a href=\"https:\/\/akaunting.com\/apps\/receipt\" rel=\"noreferrer noopener\" target=\"_blank\">Receipts<\/a>.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Set Default Invoice Tab<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Sales <\/strong>on the <strong>Navigation menu<\/strong> and select <strong>Invoices<\/strong> from the drop-down options.<\/li>\n\n\n\n<li>On the Invoice List page, Click the Pin icon on a tab.<\/li>\n\n\n\n<li>This sets that Tab as the default.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1690\" style=\"aspect-ratio: 2880 \/ 1690;\" width=\"2880\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/15143408\/set-default-invoice-tab.mp4\"><\/video><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When you visit the Invoices page next, the pinned tab will be the default loading page.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Manage your invoices from the Invoices page. Ticking the checkbox reveals Bulk Actions that allow you to mark Invoices as Sent, Cancel, Delete, or Export invoices. Editing an Invoice You can also import invoices to Akaunting. Check out importing data to Akaunting. Scan paper invoices\/bills with Receipts. Set Default Invoice Tab When you visit the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":552,"menu_order":4,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-570","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/570","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=570"}],"version-history":[{"count":6,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/570\/revisions"}],"predecessor-version":[{"id":3103,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/570\/revisions\/3103"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/552"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=570"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=570"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}