Once an invoice is created, you can perform several actions from the Invoice Detail page.

Invoice Lifecycle

DRAFT → OPEN → PAID
         ↓        ↓
    VOIDED   REFUNDED (via Credit Note)
         ↓
  PARTIALLY_PAID → PAID

Actions

Finalize

• Locks the invoice so it cannot be edited.
• Generates the invoice number (e.g., INV-2026-0001).
• Makes the invoice ready to send.
• Cannot be undone. If you need changes, void the invoice and create a new one.

Send via Email

• Sends the invoice to the customer's email address.
• The email includes a secure checkout link to the hosted payment page.
• The Email Sent badge appears on the invoice in the list.
• You can resend the invoice by clicking Send again.

Mark as Paid

• Records a manual payment when the customer pays outside the hosted checkout.
• Supports full payment (marks the invoice as PAID) and partial payment (marks as PARTIALLY_PAID).
• Enter the amount received and optional payment reference.

Void

• Cancels the invoice. The status changes to VOIDED.
• The checkout link is deactivated — customers can no longer pay.
• Only available for OPEN or DRAFT invoices.
• Cannot be undone.

Duplicate

• Creates a new draft invoice with the same line items, customer, and notes.
• Useful for recurring manual billing or correcting a voided invoice.

Send Reminder

• Sends a payment reminder email to the customer.
• Available for OPEN and PARTIALLY_PAID invoices only.
• Requires Business or Enterprise plan (gated by payment_reminders feature).

Upload Attachments

• Attach files (PDFs, images) to an invoice.
• Attached files are visible from the invoice detail page.

Issue Credit Note

• Creates a refund document linked to a PAID invoice.
• Changes the invoice status to REFUNDED.
• See Credit Notes for details.
• Requires Business or Enterprise plan (gated by credit_notes feature).

📸 Screenshot: Invoice detail page with action buttons — to be added