Manage invoices
This article will assist you with invoices that have already been created.
If you need assistance with creating a new invoice, see the Create and send a customer invoice article.
Jump to:
- Edit an invoice
- Mark an invoice as paid
- Delete an invoice
- Restore a deleted invoice
- Send an invoice reminder
- Print an invoice
- Clone an invoice
- Add an attachment to an invoice
- Things to know
Edit an invoice
- Select Send invoices
- Select the Invoice Number
- Select Edit
- Edit details
- Select Preview and send or More actions to save without sending
Mark an invoice as paid
If your customer has sent you a payment outside of Key CashFlow, you can mark the invoice as paid.
- Select Send invoices
- Select the Invoice Number
- Select More actions
- Select Mark as Paid
- Select the Payment type your customer paid you with
- Select or enter the Payment Date your customer paid you
- Update the Amount of the payment if it is not the full amount
- Enter a Reference Number if applicable
- Enter a Memo if applicable
- Select Mark as Paid
Delete an invoice
The invoice must be unpaid to be deleted.
- Select Send invoices
- Select the Invoice number
- Select Delete
- Select Yes, delete to confirm
For auditing purposes, deactivated invoices cannot be completely removed from your account.
Restore a deleted invoice
From the Invoices page
- Select Send invoices
- Select Filter
- Select Inactive under Show
- Select Apply
- Select the Invoice number
- Select Undelete
From a customer record
- Select Contacts
- Select the customer
- On the Invoices tab, select Active then select Inactive
- Select the Invoice number
- Select Undelete
Send an invoice reminder
To let customers know when an invoice is either past due or is coming up as due, send a reminder.
- Select Send invoices
- Select the Invoice number
- Select Send reminder
- Enter email addresses to send the invoice to, as applicable
- Select Send
Print an invoice
To print a physical copy of an invoice:
- Select Send invoices
- Select the Invoice Number
- Select More actions
- Select Print Invoice
Follow additional instructions from your computer to print the invoice.
Clone an invoice
To make a copy of an existing invoice:
- Select Send invoices
- Select the Invoice Number
- Select More actions
- Select Clone Invoice
Add an attachment to an invoice
- Select Send invoices
- Select the Invoice Number
- Select Edit
- Select Add an attachment
- Select one of the following:
- Browse your computer to find the attachment on your computer
- Drag and drop your document into the Attachments box
- Select Inbox to attach a document from your Inbox
- Select Add Attachment
- Select Preview and send or More actions to save without sending
Things to know
- For security and auditing purposes, invoices are never permanently deleted from Key CashFlow
Resources
Get Paid (Receivables) View all
QuickBooks Online View all
QuickBooks for Windows View all
NetSuite / Intacct View Intacct View NetSuite