Review invoices
You can preview and edit invoices prior to printing, downloading, or sending them. You can also export all invoices to Microsoft Excel format. To preview invoices, select tab.
Preview
Select the
Open In New Tab
button to preview an invoice. From the preview, you can perform the following actions.- Download the invoice
- Zoom the view in or out, or view the invoice at full screen
- Rotate the invoice within the viewer
- Print the invoice
Edit
Select an invoice and select
Edit
.Send
Select 1 invoice by selecting the
Send
icon next to it, or select multiple invoices by marking the checkbox next to each one and selecting the Send
button in the toolbar. In the Send Invoices
panel, choose the file type (PDF, XLS, or RTF) and any of the following destinations.- Default delivery method (selected in tab)
- Download to your computer
- Download as a single file - all selected invoices will be combined into 1 PDF file
- Download multiple files - all selected invoices will create a separate PDF file for each invoice
- Send to Documents
- Email an invoice link to the client
- Send to Client Center
note
- Onvio sends a link to the email address of the client’s billing contact or primary contact (if there is no billing contact). This link expires after 2 weeks.
- TheSend to Client Centeroption is only available if you have set up online payments with Stripe. Onvio creates a Client Center task for your client to securely and easily pay the balance due online. After a successful client payment, Stripe creates the receipt in Onvio automatically.
- Onvio won’t deliver invoices with 0 balances to the Client Center.
Delete
Select one or more invoices and select the
Delete
icon.Export
Select the
Export
button in the toolbar to export the contents of the Review Invoices
screen to a Microsoft Excel (XLS) file.
