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Other things to do with an invoice

Edit, preview, print, PDF email or delete an invoice

Updated over a week ago

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:


πŸ“ You'll need to unlock an invoice before it can be edited or for an original copy to be printed, emailed or downloaded.

πŸ’‘ 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

To complete any of the above actions (Edit, Preview, Print, Download as a PDF or email that particular invoice), you will first need to navigate to the Actions option.
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Follow the steps below:

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

You may need to make adjustments to an invoice after it has already been created, this could be to apply payment, change the consult date or you may have selected the wrong service type.
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To edit an invoice click Actions next to this specific invoice and click Edit

You may need to unlock the invoice before changes can be made.


Previewing the invoice

You may want to view what the invoice looks like from a clients perspective, you may have created a new Print Template, or want to ensure the right information is listed.
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To Preview an invoice click Actions next to this specific invoice and click Preview


Printing the invoice

Often a client may request a copy of the invoice, for record purposes or they may require it to claim with their particular Healthfund.
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To Print an invoice click Actions next to this specific invoice and click Print.


PDF the invoice

You may want to download a PDF version of the invoice, which is perfect for emailing via your own email program, or to keep a record externally to coreplus.
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To download a PDF of an invoice click Actions next to this specific invoice and click PDF.


Email the invoice to the client

You can email a PDF attachment of the invoice directly to a client internally within coreplus without having to download it as a PDF first.


To Email a copy of an invoice to the client select Actions next to this specific invoice and click Email to client.


Email invoice to external parties

If you want to email the invoice to a recipent other then the client, you can use the Email function

To Email a copy of an invoice to a client or 3rd party, click Actions next to this specific invoice and select Email to client.


Delete an invoice

You may need to delete an invoice for many reasons, it may be a duplicate or it was created in error.
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To Delete an invoice, click Actions next to this specific invoice and select Delete.

πŸ›‘ Once an invoice is deleted, it can't be brought back, so ensure you are happy to delete the invoice permanently.


See similar articles regarding invoicing and payments :

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