Send and mark invoices

The list lets you filter documents, review amounts, and open quick actions.

The Sales invoices list shows drafts, issued invoices, sent invoices, unpaid invoices, and paid invoices. From there you can open detail and perform actions.

How to open an invoice

1. Open Sales invoices.
2. Enter the Documents tab.
3. Use filters or search if there are many invoices.
4. Press an invoice to see detail.

How to send an invoice

1. Open an issued invoice.
2. Press Send.
3. Review recipient, subject, and message.
4. Confirm sending.
5. Check email activity in the detail page.

How to send several invoices

1. Open Sales invoices and enter the Documents tab.
2. Select the invoices you want to send.
3. Press Send in the bulk action bar.
4. Review the confirmation and continue.
5. If some invoices cannot be sent, review the summary. Numonis still sends the eligible invoices.

Bulk send uses each customer's saved email address, the invoice language, and your configured email templates. It is available for Issued and Certified invoices only.

How to download several PDFs

1. Open Sales invoices and enter the Documents tab.
2. Select the documents you want to download.
3. Press Download PDFs in the bulk action bar.
4. Save the ZIP file when your browser asks.

Bulk PDF download is available for selected documents that already have a generated PDF. When you select several documents, Numonis downloads them together in one ZIP file. Drafts are skipped until they are issued.

How to mark an invoice as paid

1. Open the invoice.
2. Press Mark as paid.
3. Confirm the action.
4. Check that the payment status changes to Paid.

How to mark several invoices as paid

1. Open Sales invoices and enter the Documents tab.
2. Select the invoices that have been collected.
3. Press Mark paid in the bulk action bar.
4. Confirm the action.
5. Review any skipped invoices in the result summary.

Bulk mark paid is available for receivable invoices in Issued, Certified, or Sent status that are not already paid. Quotes, proformas, and decrease corrective invoices are skipped.

How to mark an invoice as unpaid

1. Open the invoice.
2. Press Mark as unpaid if the action appears.
3. Confirm the action.
4. Check that the payment status changes to Unpaid.

Actions that depend on status

• In Draft, you can edit and issue.
• In selected Draft or Error fiscal documents, you can use bulk Issue. Quotes and proformas are skipped.
• In Issued, Certified, or Sent, you can download PDFs, send by email, and mark as paid when appropriate.
• In compatible invoices, you can create a corrective invoice.
• In compatible quotes or proformas, you can use Convert to Invoice.

Related articles

• Email delivery status
• Create a sales invoice
• Document types and drafts
• Review and reconcile bank transactions
• Customers and invoice items