Viewing Details
- Go to the CRM tab
- Find the invoice (in Billing tab or customer details)
- Click on the invoice row
- View the invoice details
Invoice Information
Details include:- Invoice number
- Customer name and email
- Service name
- Amount and currency
- Status
- Creation date
- Payment date (if paid)
Available Actions
From invoice details:- Copy Link - Get payment link for customer
- Download - Save as PDF
- Refund - Process refund (paid invoices only)
Invoice Status
Editor Overview
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