Learn how to:

• View invoices.
• Edit or delete an invoice.

View invoices

To view all invoices, do the following:

1. Click Sales > Invoices in Flare's main menu (1 and 2 below).
   
   
   
   
2. Take action on selected invoices. Check the checkbox beside the invoice and click an action button (3 below).
   
   
   
   
3. To view an individual invoice, click the Invoice # link (4 above).
   
   
4. To create a new invoice, click the Create Invoice button (5 above). You may also click the dropdown menu and choose Create Estimate, Create Payment, or Create Credit Note.

Action button icons key

1. Record a payment for a selected invoice.
2. Email the selected invoice.
3. Print selected invoices.
   When you choose print, a new window for each selected invoice will open. In your browser, choose File > Print to print the invoice.
4. Delete a selected invoice.
   
     If you have recorded payments, deposits, or credit notes against the invoice, you have to delete them before deleting the invoice.
5. Export the selected invoices as CSV, XLS/XLSX for Excel.
6. Search invoices by customer company name, invoice date range, due date range or status.
   See Search for invoices.

Edit an invoice

To edit an invoice, do the following:

1. Click Sales > Invoices in Flare's main menu (1 and 2 below) and in the list of customers click the Invoice # link (3) of the invoice you'd like to edit. The invoice details will open.
   
   
   
   
2. Click the edit icon  above the active invoice (4 below). The Edit Invoice form will open.
   
   
   
   
3. You may edit any of the invoice's fields (5 below).
   
   
   
   
4. Click Save (6 above).
   
   
5. To delete the invoice, click the Delete button (A above).
   
   
     If you have recorded payments, deposits, or credit notes against the invoice, you have to delete them before deleting the invoice.