Delete Confirmation Popup
When the invoice delete popup appears, what it warns about, and why only open invoices can be deleted.
Read article: Delete Confirmation PopupInvoices help
Help for Invoices in Work Planner.
Articles
Email Flow
How emailing an invoice works, what gets attached, and why emailing marks the invoice as sent.
Read article: Email FlowPrint Flow
How printing or sharing an invoice works, what opens for you, and how to mark it as sent once it has gone.
Read article: Print FlowInvoice Items and Job Linkage
How selected charge rows become invoice items and how Work Planner keeps job and transaction links attached.
Read article: Invoice Items and Job LinkageInvoice Detail View
What you can review and action from the invoice detail popup, including when it is due, totals, items, related tabs, print, share, and email.
Read article: Invoice Detail ViewEditing an Invoice
What can still be changed on an invoice, when editing is blocked, and how the delete option behaves.
Read article: Editing an InvoiceCreating an Invoice
How to create an invoice, choose the customer, select charge rows, and understand what Work Planner includes by default.
Read article: Creating an InvoiceInvoices List
How the invoice list works, what its default filters show, when each invoice is due and which are overdue, and emailing or printing several at once.
Read article: Invoices List