It’s easy to delete, duplicate, resend or create a link for your invoice.
From within the invoice
From the preview screen which is the last screen before sending your invoice, click on the two lines above the send button, a menu will appear enabling you to Duplicate the invoice, copy the invoice link so you can send the link via text or add a payment.
From within the invoice screen, click on “Actions”, a menu will appear to enable you to duplicate your invoice or copy a link to your clipboard ready to send to your client by text or other methods.
From the invoice list
Swipe left, the following options will appear:
- Duplicate: Creates a duplicate invoice.
- Send: Sends the invoice.
- More: Tap on “Copy link” to create a link to your invoice which you can share with your clients. Android users: Option to delete also appears.
Delete: IOS users: Swipe right to delete.
- Click on the 3 horizontal green dots next to the item for the following options:
- Duplicate: Duplicates the invoice.
- Download: Downloads the invoice.
- Copy link: Creates a link to your invoice which you can share with your clients.
- Send: Sends or re-sends the invoice.
- Delete: Deletes your invoice.