Delete Confirmation Popup
When the invoice delete popup appears, what it warns about, and why only open invoices can be deleted.
Read articleInvoices help
Help for Invoices in Work Planner.
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Email Flow
How the invoice email popup works, what gets attached, and why emailing marks the invoice as sent.
Read articlePrint Flow
How printing an invoice works, what opens for the user, and why printing marks the invoice as sent.
Read articleInvoice Items and Job Linkage
How selected charge rows become invoice items and how Work Planner keeps job and transaction links attached.
Read articleInvoice Detail View
What you can review and action from the invoice detail popup, including totals, items, related tabs, print, and email.
Read articleEditing an Invoice
What can still be changed on an invoice, when editing is blocked, and how the delete option behaves.
Read articleCreating an Invoice
How to create an invoice, choose the customer, select charge rows, and understand what Work Planner includes by default.
Read articleInvoices List
How the invoice list works, what its default filters show, and what you can action from each row.
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