Once you have saved an invoice, there are several actions you can take with it. You may like to go back and Edit it, Preview before you Print, PDF to email the invoice, Email it directly from coreplus or perhaps Delete it all together.
In this article we will discuss:
📝 You'll need to unlock an invoice before it can be edited or for an original copy to be printed, emailed or downloaded.
💡 When sending an email or invoice, you can select attachments 'from this PC', 'from Client Files, 'From Shared Files' and 'From Personal Files'
Navigating to actions
1. From your client's file, click Invoicing
2. Navigate to Actions
3. Here it displays all the features you can use for invoices
Editing the invoice
Edit - Change the details on the invoice. You may need to unlock the invoice before changes can be made.
Previewing the invoice
Preview - View the invoice without printing or downloading the invoice.
Printing the invoice
Print - Print the invoice as a record for the client, or so that you can it to the Healthfund.
PDF the invoice
PDF - Download a PDF version of the invoice, perfect for emailing via your own email program
Email the invoice to the client
Email to client - Easily email the selected invoice to the client
Email invoice to external parties
Email - Quickly and easily send a copy as a PDF attachment to the client or their Healthfund.
See similar articles regarding invoicing and payments :
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