Invoice Template Actions
There are several actions that you can take from the invoice's section. Each action depends on the status of the invoice. The table below
describes the dependencies.
| Action | Description |
|---|---|
 |
You can edit the Invoice E/D (if not set), and
Remit Address (required) fields in this
section. You must also add text to the
Description (required) field. After
configuring the fields, click  . |
 |
You can send the invoice file using an integration. See Send Invoice Files Using an Integration. If you have regenerated an invoice document, this action only sends the latest version of the document to the client. |
 |
Click to view and download the generated invoice file to your local machine. |
 |
Regenerates a finalized invoice PDF document file. The document must
have an associated document template. The regenerated document version is appended to the document name, for example, 'Client Invoice_v02'. |