While reviewing and managing invoices, you may have to void, send, delete, export, or create a credit note for some of them. This article will show you how to do these operations, in addition to how to edit an invoice.
Before reading this article, consider familiarizing yourself with the information in Adding Manual Invoice.
Manage invoices
To manage invoices, go to 
Billing > Invoices. This will open a view with all invoices, which can be searched for and filtered by:
Paid
Overdue
Failed
Additionally, you can apply the following filters:
From – To
Period
Status
Label
Document Type
Payment Method
Customer
Invoice Issue Date – The date the invoice was sent to the customer.
Invoice Creation Date – The moment the invoice was created. Note that this is not the issue date, due date, or period.
Payment Creation Date – The date when the payment was added to the invoice. Note that this is not the date field you see when clicking Add Payment.
Custom Property – You can find more about custom properties in How to Add Custom Properties.
Notes:
Invoices will not appear in the results of the Global Search bar in the top left of the OfficeRnD Flex UI. Use the search bar in
Billing > Invoices and the Invoices section of the Member and Company profile pages.The total amount for the selected period is displayed at the top. The total amount is the sum of all invoices and Credit Notes that have not been refunded. Overpayments are excluded from the total amount.
When an invoice is opened, the following management options are available:
Exporting and downloading an invoice. Export invoices →
Send an invoice. The Send button sends the invoice to the billing person for the member to whom it is issued.
Void an invoice. When you mark an invoice as void, it will not be removed from the system but will be automatically excluded from all reports.
Issue a credit note in cases when you must return the amount of an existing invoice to its owner. Issue a Credit Note →
Delete an invoice. An invoice can be deleted if it is not paid or credited back. However, note that deleting an invoice removes it from the system, potentially breaking the invoicing sequence.
Handle duplicate invoices
Duplicate invoices can disrupt financial accuracy and reporting. Below are the best practices for handling them:
For paid duplicate invoices:
Create a credit note from the duplicate invoice.
Apply the credit note to the customer's future invoices to balance the records.
For unpaid duplicate invoices:
Void the duplicate invoice to preserve an audit trail, as this ensures a record is maintained without affecting financial balances.
Alternatively, you may delete the invoice if no trail is needed, but voiding is generally recommended.
Remove unwanted invoice line items
To exclude unwanted or duplicate billable items from invoices and reports:
Create an invoice for the unwanted item.
Void the invoice. This action excludes the item from invoicing reports, ensuring it no longer appears as billable.
Edit an invoice
Open an invoice and click Edit. This opens the Edit Invoice dialog. This dialog is similar to the invoice generation dialog.
You can edit the following details of an invoice:
Issue Date - select the date of issue. This is the date that will appear on the invoice.
Due Date - select the due date. This is the date that your member will be charged.
Reference - a field for any kind of note/reference.
Payment Method - the payment method that will be used by the automatic Bill Run.
Discount - apply a percentage discount on the invoice.
The Description, Unit Price, Quantity, and Discount of every line item.
Add new line items and existing fees.
If you must modify or remove specific line items from an existing invoice, take these steps:
Open the relevant invoice.
Click Edit.
Clear the checkbox next to a line item to remove it.
Click Save.