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Manage invoice details and status

Find invoices, update editable information, and use the actions that are available for the current status.

Find and review an invoice

  1. Open Payments.

  2. Use Search, filters, and saved views.

  3. Select the invoice row.

  4. Review status, recipient, settings, and order lines.

Use status-based actions

  1. Open Other actions.

  2. Choose the appropriate option under download, logs, mark as paid, SMS, refund, or credit when available.

  3. Check the current status before applying an action before continuing.

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