Additional Functions

Quick Link Feature:

At Upper Right most of the Invoice popup quick link feature is introduced. Clicking the button will copy the link against popup to clipboard.

The invoices table contains some indicators directly on the invoice row, and other actions within an action menu, that can be triggered by clicking on the three dots icon towards the right of the row, or by right clicking on an invoice's row. This opens up the action menu, that lists down several options available for the order.

Action Menu Options

Pay Invoice

This option is only available for unpaid non-refund invoices for users with relevant permissions. Clicking this option opens up the payment form on the Invoice View Popup for Invoice Payment

Refund Invoice

This option is only available for unpaid refund invoices for users with relevant permissions. Clicking this option initiates the Invoice Refund flow.

Approve Invoice

This option is only available for unapproved invoices for users with relevant permissions. Clicking this option initiates the Invoice Approval flow.

Email

This option opens up a menu that displays several emails where a copy of the order can be emailed to. If needed, a custom email option is also available. This action is available on all tabs.

Download Invoice PDF

This action downloads the invoice PDF (the same document sent to the customer) directly, instead of opening it in a new browser tab. This action is available on all tabs. A new tab briefly opens showing "Your download has started." with the downloaded file name, and can then be closed.

View Summary as HTML

This action open up the order in HTML format on a new browser tab. This action is available on all tabs

Journal

This action opens up the Journal Popup, where user can view changes to the order and email dispatches against the order. This action is available on all tabs.

Work Logs

This action opens up the Work Logs Popup. Work Logs are a method of tracking info, processes and time logs against an order.

Mark As Void

Clicking the purple delete icon button triggers a prompt, asking the user to input a reason for invoice deletion.

Once a reason is entered and submitted, the order will be deleted from the list of orders. This action is only available on the Quotes and Reservations Tabs.

Row Indicators and Actions

Parent Order

On invoices for renewed contracts, the following icon is visible to indicate that the contract was renewed. Clicking the icon redirects user to the parent contract.