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.
Articles
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 articleInvoice 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 articleEmailing 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 articlePrinting 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 articleInvoice 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 articleInvoice 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 articleEditing 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 articleCreating 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 articleInvoices list
OverviewThis article explains how to use invoices list in the invoices area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you need to
Read article