How to Print, Email, Send or Edit Invoices

How to Print, Email, Send or Edit Invoices

How to Print, Email, Send or Edit Invoices


Once you approve your invoice, you’re greeted with a new set of tools that you can use to edit the invoice after its creation. We will examine all the key features of an invoice so you’ll be an expert in no time! 


 



Key Elements


  1. Invoice Description: This gives a summary of the invoice number and the customer it is for. 

  2. Invoice Status: This shows the invoice’s current state, indicating whether it has been paid and how long until it is due.

  3. Sent Status: This indicates whether or not the invoice has been sent to a customer. If you send the invoice via Sunrise through email, it will automatically be marked as sent. If you print a PDF copy, you’ll need to manually mark it as sent by clicking the Send button (see #7 below).

  4. Timeline: The timeline shows the history of events related to this invoice. For example, it will show when the invoice was created, when it was modified, and any comments that were made along the way.

  5. Invoice Preview: This is a preview of your invoice. Don’t worry; your invoice won’t have the Sunrise logo emblazoned across the top—it will have your logo.

  6. Billing Info: This is where your billing info will be displayed on the invoice. 


Important Note: Sunrise wants to make sure that your invoices are as complete as possible. Sometimes if you don’t have all of the relevant information on your invoice, Sunrise will suggest that you add more information. Click the link in the box to add the proposed information.

Enter Payment

If you receive a payment from a method other than a direct deposit, you can enter it by clicking the Enter Payment button. If the payment covers more than one outstanding invoice for the customer, you have the option of selecting multiple invoices to which the payment should be applied. Once the payment is entered, the invoice will show up as Paid on the Invoices page.



Send an Invoice


After you hit the send button, a pop-up screen with an email form will appear. If you choose to exit that pop-up, you can use the send button at the top of the invoice to access the three options. 


Send as email: Selecting this option will bring up a pop-up box. You will be able to send the invoice via email to your client from Sunrise. You can modify the email recipient, subject line, and message from this window. The email will include a PDF attachment of the invoice, in addition to a link to the Sunrise Customer Portal.



Print/Save as PDF: Selecting this option will generate a pop-up in your browser with a PDF of the invoice. You can print this directly from your browser or save it for offline viewing. 


Please note: Disable the pop-up blocker in your browser before doing this.


Mark as sent: If you want to mark the invoice as sent, you can select this option.


The More You Can Do!

The More button in the top right corner gives you a number of options. Let’s take a look at what these capabilities include.

 


Print/Save as PDF: Selecting this option will generate a pop-up in your browser with a PDF of the invoice. You can print this directly from your browser or save it for offline viewing. You should be sure to disable the pop-up blocker in your browser before doing this.



Print packing list: Selecting this option will generate a pop-up in your browser with a PDF of a packing list automatically generated by Sunrise based on the invoice. You should be sure to disable the pop-up blocker in your browser before doing this.



Show in customer portal: Selecting this option allows you to preview the invoice in Sunrise's Customer portal. The custom portal is a customer-facing site that allows your customers to view all of their outstanding invoices you’ve sent.



Edit: Select this option to edit the invoice.


Enter your contact information: This directs you to your organization’s information in case you need to make any changes. 


Create credit note: Selecting this option allows you to create a credit note for the corresponding invoice, which can be sent to customers as confirmation of a refund or return.


Void: This voids the invoice in your account system.


Duplicate: If you need to create an invoice that is similar to the one you are currently viewing, this button allows you to create another invoice with precisely the same properties as the current invoice.
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