Invoice Button Functions

In this guide, we’ll walk through what each of the invoice buttons do:

Invoice List - Takes you to the list of all invoices

View Audit Log - Shows the audit log of changes and adjustments to this invoice

View PDF - Displays the PDF of the invoice that the customer may receive

Email PDF - You can email the PDF to the customer, or another email address

Download Invoice CSV - Downloads the CSV (Which can be opened in Microsoft Excel) version of the invoice

Copy / Convert - You can copy and convert this invoice into another form (e.g Quotation)

Re-Process Invoice - this reprocesses the invoice and changes/retrieves/update engineering items (i.e. services) and can also retrieve miscellaneous fees and products. Note: it does not fetch or re-rate calls

Download CDR - You can download a CSV file of the CDRs

Add to Open Bill Run - If you create the invoice manually, you can use this to add it to your unapproved/unsent bill run

Edit - Edit the invoice

Email - Email the invoice

Delete - this voids the invoice