Review Invoice Details

The invoice detail page is where you review one invoice before or after it is sent. It shows the invoice paper, status, customer, totals, payment state, public link actions, and finance actions such as send, edit, record payment, and apply credit.

Open an invoice from Finance > Invoices, a customer record, a payment, or a related public payment flow.

Check The Invoice Status

Start with the status label. Invoice status affects what actions are available and what the customer sees on the public invoice page.

Common states include:

• Draft for invoices that are still being prepared.
• Sent for invoices delivered to the customer.
• Overdue when the due date has passed and the balance remains open.
• Partial when some money has been recorded.
• Paid when the invoice is fully settled.
• Cancelled when the invoice should no longer be collected.

If an invoice looks overdue but should not be, check the due date, recorded payments, credits, and customer communication before sending another reminder.

Review The Invoice Paper

Review the invoice paper exactly as the customer will understand it:

1. Confirm the invoice number.
2. Confirm the customer or account.
3. Check issue date and due date.
4. Review line item descriptions, quantities, prices, discounts, and taxes.
5. Confirm subtotal, tax, total, amount paid, and amount due.
6. Check notes, terms, and payment instructions.

Do this review before sending or copying a public link. Small mistakes in line items or tax treatment become harder to explain after the customer has paid.

Send Or Resend An Invoice

Use Send or Resend when the invoice should be emailed from Agiled. Before sending, confirm the customer contact and email template are correct. If the invoice has already been sent, make sure resending is intentional and not a duplicate reminder.

For overdue invoices, use the send/reminder flow after checking payment history. A customer may have paid by bank transfer before the invoice status was updated.

Copy Or Open The Public Link

Use the public link actions when you want to preview the customer-facing invoice or share it manually. Open the link before sending it through another channel so you can verify branding, totals, payment buttons, and attachments.

If the public link action is disabled, the invoice may not have a shareable public URL yet. Send or save the invoice first, then return to the detail page.

Record A Payment

Use Record payment when money was received outside an online payment gateway. Enter the amount, payment date, method, transaction reference, and notes.

Before recording payment:

• verify the money in the bank, gateway, or external system
• confirm the amount and currency
• confirm the payment date
• add a transaction reference
• add notes when the payment is partial or unusual

Do not use manual payment recording to hide a failed online payment. If the customer says they were charged, compare gateway events and payment records.

Apply Credit

Use Apply credit when an available credit note should reduce the invoice balance. Confirm the credit belongs to the same customer and that the amount being applied does not exceed the remaining credit or invoice balance.

After applying credit, recheck the invoice amount due and status. If the credit fully settles the invoice, confirm the invoice moved to the expected state.

When To Edit

Draft invoices can be edited from the detail page. For sent or paid invoices, prefer a documented correction path such as a credit note, refund, or new invoice rather than silently changing the record.

Related Docs

• Invoices
• Create Invoices
• Invoice Statuses
• Record Payments
• Credit Notes