Using the invoice detail pane (PDF, log and notes)

When you select an invoice in the overview, a detail pane opens on the right showing a PDF preview, the log and notes. This lets you review all information without leaving the list.

Opening the detail pane

1. Go to Sales invoices;

2. Click a row in the invoice list — the detail pane opens on the right showing the recipient name, status and key invoice details in the header.

Switching between tabs

1. Click the Preview tab to view the invoice PDF;
2. Click the Log tab to see the timeline of events — such as created, edited, sent, reminders and payments;
3. Click the Notes tab to read or add internal notes;
4. Click the Dunning costs tab to view dunning costs — this tab only appears when a reminder has been sent.

Actions from the detail pane

1. Click Send (for a draft) or Resend (for an already sent invoice) to send or resend the invoice;
2. Click Edit to edit the invoice — this button is not available for credit notes;
3. Click Mark as paid to mark the invoice as paid — this button only appears for outstanding invoices;
4. Click Go to relation to navigate to the linked tenant or contact;
5. Click Close to close the detail pane and return to the full list.

The search field and tab filter in the sidebar on the left work independently: you can search and filter while the detail pane is open, and select a different invoice without closing the pane.