Invoice Preview

To review how the invoice looks, you can use the preview feature. To switch to preview mode, click on the invoice title, or select the "Open Preview" option under the "More Options" button (represented by three vertical dots) available for each invoice in the list.

In the Preview Mode, you will be able to see the invoice as it will appear to the client. This includes:

• Invoice header: Displaying invoice title and your company’s logo.
• Invoice details: Including your contact details (Seller), and the client's information (Buyer) and also issue date, sale date, due date.
• Bank account information: Providing the IBAN, SWIFT/BIC codes, and any other necessary payment details.
• Itemized list: Detailing the products or services provided, along with their quantities, unit prices, VAT rates, and the total amounts (net and gross).
• Summary section: Showing the total net amount, the total amount after VAT is applied, paid amount (the amount that has already been paid towards the invoice, if any), and the amount remaining to pay.
• Footer section: Including any additional notes to the invoice.

While in preview mode, you cannot make changes to the invoice. If you spot an error or need to update any details, you must return to the Edit mode by selecting the "Edit Invoice" button located in the menu of the preview mode. After making any necessary adjustments, you can save the changes and revisit the preview. Among other useful options in a side menu you can find: Download PDF, Send via Email (redirects to the email settings page), Create Similar (redirects to invoice creation page with different Invoice title, but all other data similar and pre-filled), Edit Invoice (opens the invoice in edit mode, allowing you to make changes before finalizing or sending it), Delete Invoice (removes the invoice from the system if it is no longer needed after additional confirmation).

Attach invoice to budget

The Invoice Edition feature allows you to modify invoice details and, if the Budget module is active, link the invoice to one or more budgets. This functionality is particularly useful for tracking expenses against specific budgets.

To attach an invoice to a budget:

• Navigate to the Invoices item from the main menu.
• Click on "More options" button for the invoice you want to edit.
• Select "Edit" from the list.
• Scroll to the bottom of the page, between the "Notes" and "Internal comments" sections.
• Click the "Add budget" button.
• In the dropdown menu, select the budget you wish to link the invoice to.
• Specify the amount to attach by filling in the Transaction amount field:

If you want to allocate a specific amount: Enter the desired value in the field. If you want to attach the entire invoice: Leave the field empty.

You can repeat this process to attach the invoice to multiple budgets if necessary. In addition, you can remove already attached budget by clicking Bin icon.

Once you attach an invoice to the budget(s), it will be reflected in the Budget section from the main menu. The invoice will appear in the associated budget item: update the corresponding Budget Summary chart, and be listed in the Costs section for easy tracking. This ensures all incomes and expenses are accurately recorded and included in the budget overview.