Statuses, printing and duplicates
Move invoices between Draft, Sent, Paid and Cancelled, print or save as PDF, and duplicate repeat invoices.
Statuses
| Status | Meaning |
|---|---|
| Draft | Being prepared; not sent to the buyer. |
| Sent | Issued to the buyer; awaiting payment. |
| Paid | Payment received. Set automatically when you record a payment. |
| Cancelled | Withdrawn. Money arriving later doesn't un-cancel it. |
On an invoice, use Mark Sent or Mark Paid. Changing status is a separate permission from editing, so someone can mark an invoice paid without being able to change its figures.
Printing
Click Print / Save PDF to open the print-ready A4 layout, then print or save as PDF from your browser.
Client copy and CA copy
The invoice you print is the client copy. The CA copy is a separate document for your accountant, with realisation detail such as bank charges, which never appears on the client copy. See CA register.
Duplicating
For repeat shipments, click Duplicate. A new draft opens with the same parties and lines. Update the date, number and quantities, then save.
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