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Managing Invoices

Invoice Options
  1. Choose a style for an invoice:
  2. Email an invoice by clicking Send Invoice on the invoice card in the Workspace, clicking Send in the Bottom Bar, or selecting Action > Send.
  3. Print an invoice by clicking Print in the Bottom Bar or selecting Action > Print.
  4. Add the payment to a sent invoice by clicking Add Payment on the invoice card in the Workspace, clicking Pay in the Bottom Bar, or selecting Action > Add Payment. You can choose the payment date, amount (in case it does not match the invoiced sum), and currency.
  5. Make an invoice recur on a regular basis by selecting Action > Make Recurring.
Editing an invoice
  1. Select Invoices in the Manage Bar.
  2. Open the selected invoice in the Workspace.
  3. Click the Info button in the Bottom Bar or double-click the gray information field at the top of the window to view full invoice details.
  4. Edit relevant details.
Deleting an invoice
  1. Select Invoices in the Manage Bar.
  2. Select an invoice you want to delete.
  3. Press Delete on your keyboard, right-click on the item and select Remove, or select Action > Remove.

Note: You can choose to save the items included in a deleted invoice for future use. After you issue a command to delete the invoice, Bill Engine will ask you whether you would like to restore its items in the associated project. Click Restore to do that. This feature only works with invoices that have been associated with a specific project.