Actions You Can Perform on a Created Invoice

Once an invoice is created, IntoAEC gives you full control over managing it. From editing to sending or even voiding it, all actions are just a few clicks away. Here’s a breakdown of the possibilities:

Edit an Invoice

• Click the three-dot Action Button (⋮) next to the invoice.

• Select Edit → The Update Invoice Page opens.

• Modify any field — client info, items, payment terms, etc.

• Click Update → The invoice is instantly refreshed in the Invoice Tab.Pro Tip: Small edits? No need to recreate the invoice; just tweak and update.

Preview an Invoice

• Click Preview in the Action dropdown.

• The Preview Page opens, showing exactly how the client will view the invoice.

• You can download it as a PDF for offline records.

Send Invoice via Email

• Click Send Email in the Action menu.

• Compose your message and hit Send → The invoice reaches your client instantly.Pro Tip: Use this to ensure faster approvals and payments.

Void an Invoice

• Select Void from the Action button.

• A confirmation popup appears: “Are you sure you want to void this invoice?”

• Enter a reason for voiding → Click Yes.Note: Need to cancel an invoice without deleting it? Voiding is your solution — it keeps the invoice in your records but marks it as inactive and sets the amount to zero. 

Delete an Invoice

• Select Delete from the Action dropdown.

• A confirmation popup will appear with a reason field.

• Enter the reason and click Yes → The invoice is permanently removed.
  Pro Tip: Use deletion sparingly — always keep a record for auditing unless it’s an accidental creation.