Delete Confirmation Popup
When the invoice delete popup appears, what it warns about, and why only open invoices can be deleted.
Read article: Delete Confirmation PopupInvoices help
Help for Invoices in Work Planner.
Articles
Email Flow
How emailing an invoice works, what gets attached, and why emailing marks the invoice as sent.
Read article: Email FlowPrint Flow
How printing or sharing an invoice works, what opens for the user, and why both mark the invoice as sent.
Read article: Print FlowInvoice Items and Job Linkage
How selected charge rows become invoice items and how Work Planner keeps job and transaction links attached.
Read article: Invoice Items and Job LinkageInvoice Detail View
What you can review and action from the invoice detail popup, including totals, items, related tabs, print, share, and email.
Read article: Invoice Detail ViewEditing an Invoice
What can still be changed on an invoice, when editing is blocked, and how the delete option behaves.
Read article: Editing an InvoiceCreating an Invoice
How to create an invoice, choose the customer, select charge rows, and understand what Work Planner includes by default.
Read article: Creating an InvoiceInvoices List
How the invoice list works, what its default filters show, and what you can action from each row.
Read article: Invoices ListInvoice delete confirmation
OverviewThis article explains when to use invoice delete confirmation, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appear
Read article: Invoice delete confirmationEmailing invoices
OverviewThis article explains when to use emailing invoices, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Read article: Emailing invoicesPrinting invoices
OverviewThis article explains when to use printing invoices, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Read article: Printing invoicesInvoice items
OverviewThis article explains when to use invoice items, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a
Read article: Invoice itemsInvoice details
OverviewThis article explains what users can review and do from invoice details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first view of t
Read article: Invoice detailsEditing an invoice
OverviewThis article explains how to use editing an invoice in Work Planner, including the main fields that shape how the invoices record behaves once it is saved.When to use thisUse this article when an existing record
Read article: Editing an invoiceCreating an invoice
OverviewThis article explains how to use creating an invoice in Work Planner, including the main fields that shape how the invoices record behaves once it is saved.When to use thisUse this article when you are adding som
Read article: Creating an invoice