You can do these on any invoice (Draft, Outstanding, or Paid):
Delete: Completely remove the invoice. Warning: This is immediate and irreversible; the invoice cannot be recovered.
Duplicate: Create a copy of the invoice, which can be sent to any client.
Get a PDF: Generate a PDF document of the invoice. This is the way to print a hard copy, save it to your device, or attach it to an email sent outside of Rounded.
See client view: Preview the version of the invoice that your clients will see.
Actions that depend on the invoice status:
Manage quantity types (Draft Invoices): Shortcut to the quantity types settings.
Mark as sent (Draft Invoices): Change the status from Draft to Outstanding without sending or re-sending the invoice.
Get share link (Outstanding/Paid Invoices): Generate a share link for your invoice so you can share it with your clients by sending it from your own email.
Record payment (Outstanding Invoices): Use this option, also available in the main Invoice section, to record a payment against the outstanding invoice.
Get receipt PDF (Paid Invoices): Generate a PDF of any associated receipts, which can also be printed, saved, or sent externally.
Revert to draft (Outstanding/Paid Invoices): Change the status back to Draft so you can edit the invoice. Note: Reverting a paid invoice will delete any recorded payments.
NOTE: An invoice paid via Stripe with surcharge cannot be reverted to draft.
Remember to download the Rounded mobile app!
